+41.5%
NU vs VRSN
+22.9%
+18.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.3% |
| 7D | -4.9% | +0.2% | -5.1% | -5.1% |
| 30D | +7.8% | +3.8% | +4.1% | +5.8% |
| 3M | +20.9% | +5.0% | +15.9% | +16.9% |
| 6M | +0.9% | +24.9% | -24.0% | -13.4% |
| YTD | -12.7% | +21.6% | -34.3% | -24.6% |
| 1Y | -6.4% | +2.4% | -8.8% | -9.5% |
| 3Y | +98.1% | +47.3% | +50.8% | +41.7% |
| All | +41.5% | +22.9% | +18.6% | +27.2% |
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