+170.4%
NXT vs VRSN
+36.7%
+133.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -3.7% |
| 7D | -0.2% | -1.0% | +0.8% | -0.2% |
| 30D | -20.0% | -1.9% | -18.1% | -19.8% |
| 3M | -30.9% | +1.4% | -32.3% | -30.8% |
| 6M | -23.8% | +19.0% | -42.9% | -27.3% |
| YTD | -5.4% | +19.2% | -24.7% | -9.9% |
| 1Y | +28.0% | +1.7% | +26.4% | +29.9% |
| 3Y | +93.3% | +41.4% | +51.9% | +63.7% |
| All | +170.4% | +36.7% | +133.8% | +139.3% |
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