+1,065.2%
NRG vs VRSN
+299.1%
+766.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.2% |
| 7D | -4.7% | +0.2% | -4.9% | -4.8% |
| 30D | -6.0% | +3.8% | -9.7% | -7.3% |
| 3M | -8.0% | +5.0% | -13.0% | -10.2% |
| 6M | -23.2% | +24.9% | -48.0% | -30.4% |
| YTD | -28.1% | +21.6% | -49.7% | -34.7% |
| 1Y | -27.3% | +2.4% | -29.7% | -29.4% |
| 3Y | +208.7% | +47.3% | +161.3% | +150.0% |
| 5Y | +197.7% | +34.7% | +162.9% | +145.6% |
| All | +1,065.2% | +299.1% | +766.1% | +444.7% |
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