+31.8%
OMC vs VRSN
+293.8%
-262.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | -6.2% | -1.5% | -4.7% | -5.8% |
| 30D | -7.6% | +0.7% | -8.3% | -7.8% |
| 3M | +7.4% | +0.6% | +6.8% | +6.8% |
| 6M | +0.1% | +21.7% | -21.6% | -6.5% |
| YTD | +0.4% | +20.0% | -19.6% | -5.9% |
| 1Y | +7.8% | +3.2% | +4.6% | +5.7% |
| 3Y | +11.8% | +42.4% | -30.5% | -2.5% |
| 5Y | +32.5% | +33.0% | -0.5% | +15.5% |
| All | +31.8% | +293.8% | -262.0% | -13.4% |
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