+138.6%
NOK vs VRSN
+299.1%
-160.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.3% | +3.5% | +4.4% |
| 7D | +11.0% | +0.2% | +10.8% | +10.8% |
| 30D | +7.8% | +3.8% | +4.1% | +6.4% |
| 3M | -21.0% | +5.0% | -26.0% | -23.1% |
| 6M | +40.9% | +24.9% | +16.0% | +28.9% |
| YTD | +72.0% | +21.6% | +50.4% | +58.1% |
| 1Y | +140.9% | +2.4% | +138.5% | +135.3% |
| 3Y | +194.3% | +47.3% | +146.9% | +145.7% |
| 5Y | +112.5% | +34.7% | +77.8% | +79.8% |
| All | +138.6% | +299.1% | -160.5% | +60.8% |
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