+462.9%
META vs VRSN
+292.3%
+170.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +5.2% | +1.4% | +3.8% | +4.3% |
| 30D | -13.0% | +3.9% | -16.8% | -15.0% |
| 3M | +7.9% | +9.3% | -1.4% | +2.3% |
| 6M | +4.2% | +6.7% | -2.4% | -0.8% |
| YTD | -2.5% | +30.0% | -32.6% | -19.3% |
| 1Y | +5.6% | +26.0% | -20.4% | -10.9% |
| 3Y | +96.8% | +53.1% | +43.7% | +40.8% |
| 5Y | +90.0% | +35.0% | +55.0% | +46.9% |
| All | +462.9% | +292.3% | +170.6% | +130.0% |
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