+59.5%
HAS vs VRSN
+287.3%
-227.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | +2.3% | -0.2% | +2.4% | +2.2% |
| 3M | +10.4% | -0.3% | +10.7% | +9.7% |
| 6M | -3.2% | +23.0% | -26.2% | -12.3% |
| YTD | +15.4% | +21.3% | -5.9% | +4.7% |
| 1Y | +18.8% | +6.7% | +12.1% | +13.6% |
| 3Y | +43.9% | +45.0% | -1.0% | +17.8% |
| 5Y | +13.9% | +35.0% | -21.1% | -5.7% |
| All | +59.5% | +287.3% | -227.8% | -6.6% |
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