-72.2%
OPEN vs VRSN
+39.6%
-111.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.9% |
| 7D | -2.9% | -1.0% | -1.9% | -2.0% |
| 30D | -13.8% | -1.9% | -11.9% | -12.6% |
| 3M | -30.9% | +1.4% | -32.2% | -32.9% |
| 6M | -40.9% | +19.0% | -60.0% | -53.1% |
| YTD | -48.5% | +19.2% | -67.8% | -59.9% |
| 1Y | -50.9% | +1.7% | -52.6% | -53.9% |
| 3Y | -20.6% | +41.4% | -62.1% | -52.2% |
| 5Y | -84.2% | +31.7% | -115.8% | -89.4% |
| All | -72.2% | +39.6% | -111.8% | -83.1% |
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