+50.8%
OVV vs VRSN
+274.2%
-223.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | +0.6% |
| 7D | -3.7% | -2.1% | -1.6% | -2.8% |
| 30D | +8.0% | -3.9% | +11.9% | +9.7% |
| 3M | +11.3% | -0.1% | +11.4% | +10.5% |
| 6M | +24.0% | +16.4% | +7.6% | +13.4% |
| YTD | +65.3% | +17.2% | +48.1% | +49.3% |
| 1Y | +60.2% | +1.0% | +59.2% | +55.5% |
| 3Y | +46.9% | +39.1% | +7.8% | +16.6% |
| 5Y | +158.7% | +29.0% | +129.7% | +108.2% |
| 10Y | +50.8% | +275.8% | -225.0% | -11.5% |
| All | +50.8% | +274.2% | -223.4% | -11.5% |
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