-87.9%
OPEN vs VRSN
+51.4%
-139.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.7% | -8.8% | -8.7% |
| 7D | -24.7% | -0.9% | -23.8% | -23.8% |
| 30D | -41.0% | +2.4% | -43.4% | -42.2% |
| 3M | -62.4% | +6.4% | -68.7% | -64.7% |
| 6M | -73.9% | +8.6% | -82.4% | -76.4% |
| YTD | -77.5% | +29.3% | -106.8% | -83.8% |
| 1Y | -83.6% | +27.2% | -110.8% | -88.0% |
| 3Y | -37.0% | +52.8% | -89.9% | -64.7% |
| 5Y | -93.3% | +36.7% | -130.0% | -95.7% |
| All | -87.9% | +51.4% | -139.2% | -93.2% |
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