+1,018.0%
KEYS vs VRSN
+299.1%
+718.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.7% | +3.3% |
| 7D | +3.5% | +0.2% | +3.3% | +3.3% |
| 30D | -4.5% | +3.8% | -8.2% | -6.4% |
| 3M | -0.4% | +5.0% | -5.4% | -4.2% |
| 6M | +19.1% | +24.9% | -5.7% | +3.0% |
| YTD | +66.7% | +21.6% | +45.1% | +44.9% |
| 1Y | +96.5% | +2.4% | +94.0% | +87.8% |
| 3Y | +155.2% | +47.3% | +107.8% | +91.6% |
| 5Y | +88.0% | +34.7% | +53.2% | +46.2% |
| All | +1,018.0% | +299.1% | +718.9% | +464.1% |
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