+54.9%
OVV vs VRSN
+296.1%
-241.1%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.1% | +2.6% |
| 7D | +1.2% | -1.2% | +2.5% | +1.8% |
| 30D | -2.5% | +3.8% | -6.3% | -4.3% |
| 3M | +0.5% | +9.5% | -9.0% | -4.2% |
| 6M | +8.5% | +10.3% | -1.8% | +2.3% |
| YTD | +64.5% | +30.5% | +34.0% | +40.7% |
| 1Y | +64.7% | +27.9% | +36.8% | +42.1% |
| 3Y | +54.1% | +54.3% | -0.1% | +16.1% |
| 5Y | +95.4% | +37.2% | +58.3% | +53.3% |
| 10Y | +54.9% | +293.1% | -238.1% | -21.8% |
| All | +54.9% | +296.1% | -241.1% | -21.8% |
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