+301.7%
HIG vs VRSN
+299.1%
+2.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.8% |
| 7D | -1.5% | +0.2% | -1.7% | -1.5% |
| 30D | -0.4% | +3.8% | -4.1% | -1.6% |
| 3M | +6.7% | +5.0% | +1.7% | +4.6% |
| 6M | +2.0% | +24.9% | -22.9% | -6.0% |
| YTD | +0.3% | +21.6% | -21.3% | -7.1% |
| 1Y | +4.2% | +2.4% | +1.8% | +2.3% |
| 3Y | +102.2% | +47.3% | +54.9% | +72.1% |
| 5Y | +118.5% | +34.7% | +83.8% | +87.4% |
| All | +301.7% | +299.1% | +2.7% | +168.3% |
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