+779.7%
MSCI vs VRSN
+289.3%
+490.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.5% |
| 7D | +1.5% | -0.8% | +2.3% | +2.0% |
| 30D | +14.4% | +0.7% | +13.7% | +13.9% |
| 3M | +15.2% | +4.1% | +11.1% | +12.0% |
| 6M | +11.2% | +6.7% | +4.5% | +5.3% |
| YTD | +13.9% | +27.1% | -13.1% | -5.3% |
| 1Y | +12.5% | +28.0% | -15.5% | -7.2% |
| 3Y | +32.3% | +52.6% | -20.3% | -8.2% |
| 5Y | +4.9% | +33.3% | -28.5% | -20.2% |
| 10Y | +779.7% | +279.5% | +500.2% | +251.1% |
| All | +779.7% | +289.3% | +490.4% | +251.1% |
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