+425.7%
META vs VRSN
+289.3%
+136.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.7% |
| 7D | +5.7% | -0.8% | +6.5% | +6.2% |
| 30D | -10.8% | +0.7% | -11.4% | -11.2% |
| 3M | +8.4% | +4.1% | +4.3% | +5.7% |
| 6M | +5.4% | +6.7% | -1.3% | +0.2% |
| YTD | -2.6% | +27.1% | -29.6% | -18.3% |
| 1Y | +3.5% | +28.0% | -24.5% | -13.6% |
| 3Y | +102.0% | +52.6% | +49.4% | +44.5% |
| 5Y | +93.1% | +33.3% | +59.8% | +50.3% |
| 10Y | +425.7% | +279.5% | +146.2% | +117.9% |
| All | +425.7% | +289.3% | +136.4% | +117.9% |
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