+50.2%
OMC vs VRSN
+292.3%
-242.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +1.9% | +1.4% | +0.5% | +1.4% |
| 30D | +12.2% | +3.9% | +8.4% | +10.8% |
| 3M | +0.6% | +9.3% | -8.7% | -2.3% |
| 6M | +21.0% | +6.7% | +14.4% | +18.0% |
| YTD | +12.4% | +30.0% | -17.7% | +2.5% |
| 1Y | +25.4% | +26.0% | -0.6% | +15.5% |
| 3Y | +29.2% | +53.1% | -23.9% | +9.9% |
| 5Y | +52.6% | +35.0% | +17.6% | +32.4% |
| All | +50.2% | +292.3% | -242.2% | -6.3% |
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