+83.8%
KRE vs VRSN
+292.3%
-208.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +0.7% | +1.4% | -0.7% | +0.2% |
| 30D | +6.1% | +3.9% | +2.3% | +4.6% |
| 3M | -5.9% | +9.3% | -15.2% | -9.2% |
| 6M | +9.6% | +6.7% | +2.9% | +6.1% |
| YTD | +14.2% | +30.0% | -15.9% | +1.5% |
| 1Y | +22.5% | +26.0% | -3.5% | +10.2% |
| 3Y | +90.4% | +53.1% | +37.2% | +54.6% |
| 5Y | +11.9% | +35.0% | -23.2% | -6.2% |
| All | +83.8% | +292.3% | -208.5% | +0.8% |
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