-20.8%
HAL vs VRSN
+285.2%
-306.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | -6.5% | -0.9% | -5.6% | -6.2% |
| 30D | -2.1% | +2.4% | -4.5% | -3.1% |
| 3M | -4.9% | +6.4% | -11.2% | -7.5% |
| 6M | -19.3% | +8.6% | -27.9% | -22.7% |
| YTD | +14.3% | +29.3% | -15.0% | +0.6% |
| 1Y | +17.3% | +27.2% | -9.9% | +3.8% |
| 3Y | -10.9% | +52.8% | -63.7% | -29.8% |
| 5Y | +47.4% | +36.7% | +10.7% | +18.8% |
| 10Y | -20.8% | +290.8% | -311.6% | -55.3% |
| All | -20.8% | +285.2% | -306.0% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling