+605.8%
MSCI vs VRSN
+274.2%
+331.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.4% | -1.6% |
| 7D | -2.1% | -2.1% | +0.1% | -0.7% |
| 30D | -1.7% | -3.9% | +2.2% | +0.8% |
| 3M | -8.2% | -0.1% | -8.1% | -8.8% |
| 6M | -2.4% | +16.4% | -18.8% | -13.5% |
| YTD | -2.8% | +17.2% | -20.1% | -14.6% |
| 1Y | -2.7% | +1.0% | -3.6% | -5.7% |
| 3Y | +7.3% | +39.1% | -31.8% | -20.4% |
| 5Y | -11.4% | +29.0% | -40.4% | -31.1% |
| 10Y | +605.8% | +275.8% | +330.0% | +218.3% |
| All | +605.8% | +274.2% | +331.6% | +218.3% |
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