+113.6%
KEY vs VRSN
+289.3%
-175.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +3.0% |
| 7D | -0.4% | -0.8% | +0.5% | -0.1% |
| 30D | +7.2% | +0.7% | +6.5% | +6.9% |
| 3M | -4.9% | +4.1% | -9.0% | -6.6% |
| 6M | +1.1% | +6.7% | -5.7% | -2.6% |
| YTD | +6.8% | +27.1% | -20.3% | -5.3% |
| 1Y | +23.3% | +28.0% | -4.7% | +8.8% |
| 3Y | +126.1% | +52.6% | +73.5% | +79.7% |
| 5Y | +15.2% | +33.3% | -18.1% | -4.8% |
| 10Y | +113.6% | +279.5% | -165.9% | +20.9% |
| All | +113.6% | +289.3% | -175.7% | +20.9% |
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