+750.3%
NVT vs VRSN
+138.9%
+611.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.3% | +3.3% | +4.2% |
| 7D | +4.1% | +0.2% | +3.9% | +3.9% |
| 30D | -5.1% | +3.8% | -8.9% | -6.6% |
| 3M | -1.2% | +5.0% | -6.2% | -4.1% |
| 6M | +46.6% | +24.9% | +21.7% | +30.9% |
| YTD | +60.0% | +21.6% | +38.4% | +43.6% |
| 1Y | +70.8% | +2.4% | +68.4% | +65.1% |
| 3Y | +187.5% | +47.3% | +140.2% | +128.2% |
| 5Y | +426.1% | +34.7% | +391.4% | +326.9% |
| All | +750.3% | +138.9% | +611.3% | +313.1% |
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