+55.3%
O vs VRSN
+285.8%
-230.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -2.0% |
| 7D | -2.3% | -1.0% | -1.2% | -2.0% |
| 30D | -2.4% | -1.9% | -0.6% | -2.0% |
| 3M | -0.6% | +1.4% | -2.0% | -1.4% |
| 6M | -5.0% | +19.0% | -24.0% | -10.9% |
| YTD | +10.4% | +19.2% | -8.8% | +3.1% |
| 1Y | +6.6% | +1.7% | +4.9% | +4.7% |
| 3Y | +28.4% | +41.4% | -13.0% | +10.8% |
| 5Y | +15.3% | +31.7% | -16.4% | -0.1% |
| 10Y | +55.3% | +290.3% | -235.0% | +8.9% |
| All | +55.3% | +285.8% | -230.5% | +8.9% |
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