+293.0%
LOW vs VRSN
+292.3%
+0.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +1.4% | +1.4% | 0.0% | +0.8% |
| 30D | +21.7% | +3.9% | +17.8% | +19.6% |
| 3M | +5.0% | +9.3% | -4.3% | +0.5% |
| 6M | +4.6% | +6.7% | -2.1% | +0.5% |
| YTD | -3.5% | +30.0% | -33.5% | -16.6% |
| 1Y | +0.5% | +26.0% | -25.5% | -11.8% |
| 3Y | +24.8% | +53.1% | -28.3% | -3.8% |
| 5Y | +6.5% | +35.0% | -28.6% | -14.0% |
| All | +293.0% | +292.3% | +0.6% | +107.1% |
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