+575.6%
NUE vs VRSN
+299.1%
+276.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.2% | +1.0% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | -4.6% | +3.8% | -8.3% | -6.1% |
| 3M | -0.3% | +5.0% | -5.3% | -2.8% |
| 6M | +51.9% | +24.9% | +27.0% | +35.9% |
| YTD | +60.0% | +21.6% | +38.4% | +43.7% |
| 1Y | +82.9% | +2.4% | +80.5% | +77.5% |
| 3Y | +66.0% | +47.3% | +18.6% | +33.0% |
| 5Y | +149.0% | +34.7% | +114.2% | +103.7% |
| All | +575.6% | +299.1% | +276.6% | +259.9% |
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