-88.6%
OPEN vs VRSN
+52.0%
-140.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.5% | -9.0% | -9.0% |
| 7D | -31.0% | +0.1% | -31.1% | -31.0% |
| 30D | -41.5% | +3.6% | -45.0% | -43.2% |
| 3M | -64.6% | +10.8% | -75.4% | -68.0% |
| 6M | -73.8% | +9.9% | -83.7% | -76.7% |
| YTD | -78.8% | +29.8% | -108.6% | -84.8% |
| 1Y | -86.8% | +26.3% | -113.1% | -90.3% |
| 3Y | -40.6% | +53.5% | -94.1% | -66.8% |
| 5Y | -94.7% | +34.8% | -129.4% | -96.6% |
| All | -88.6% | +52.0% | -140.6% | -93.6% |
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