+69.1%
OTIS vs VRSN
+83.5%
-14.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.4% | +1.3% |
| 7D | -3.0% | +0.2% | -3.2% | -3.1% |
| 30D | -6.0% | +3.8% | -9.8% | -7.3% |
| 3M | -0.9% | +5.0% | -5.9% | -2.9% |
| 6M | -17.3% | +24.9% | -42.2% | -24.3% |
| YTD | -19.6% | +21.6% | -41.2% | -25.9% |
| 1Y | -21.0% | +2.4% | -23.4% | -22.6% |
| 3Y | -12.1% | +47.3% | -59.4% | -26.3% |
| 5Y | -17.1% | +34.7% | -51.8% | -29.5% |
| All | +69.1% | +83.5% | -14.4% | +25.2% |
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