+227.1%
LOW vs VRSN
+293.8%
-66.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | -2.6% | -1.5% | -1.1% | -2.0% |
| 30D | -11.1% | +0.7% | -11.9% | -11.6% |
| 3M | -8.5% | +0.6% | -9.1% | -9.2% |
| 6M | -20.8% | +21.7% | -42.6% | -28.9% |
| YTD | -17.2% | +20.0% | -37.2% | -25.5% |
| 1Y | -24.7% | +3.2% | -27.9% | -27.3% |
| 3Y | -9.7% | +42.4% | -52.1% | -27.9% |
| 5Y | +6.0% | +33.0% | -27.0% | -14.0% |
| All | +227.1% | +293.8% | -66.7% | +81.2% |
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