+140.2%
NI vs VRSN
+299.1%
-158.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.4% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | -1.4% | +3.8% | -5.1% | -2.5% |
| 3M | -10.6% | +5.0% | -15.6% | -12.2% |
| 6M | -9.3% | +24.9% | -34.2% | -15.7% |
| YTD | +1.1% | +21.6% | -20.5% | -5.5% |
| 1Y | +3.4% | +2.4% | +1.0% | +1.5% |
| 3Y | +67.9% | +47.3% | +20.5% | +45.0% |
| 5Y | +98.0% | +34.7% | +63.2% | +72.1% |
| All | +140.2% | +299.1% | -158.9% | +71.9% |
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