-12.9%
NVTS vs VRSN
+36.5%
-49.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.5% | -4.2% |
| 7D | +0.5% | -1.5% | +2.0% | +1.1% |
| 30D | -18.0% | +0.7% | -18.7% | -18.8% |
| 3M | -45.6% | +0.6% | -46.2% | -47.0% |
| 6M | +28.5% | +21.7% | +6.7% | +8.1% |
| YTD | +56.2% | +20.0% | +36.2% | +30.1% |
| 1Y | +97.7% | +3.2% | +94.5% | +87.1% |
| 3Y | +35.0% | +42.4% | -7.4% | -11.8% |
| All | -12.9% | +36.5% | -49.4% | -37.6% |
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