+715.0%
P vs VRSN
+274.2%
+440.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +3.4% |
| 7D | +7.8% | -2.1% | +10.0% | +9.0% |
| 30D | +12.3% | -3.9% | +16.2% | +14.2% |
| 3M | +37.1% | -0.1% | +37.2% | +34.8% |
| 6M | +66.1% | +16.4% | +49.7% | +47.9% |
| YTD | +50.9% | +17.2% | +33.7% | +31.8% |
| 1Y | +27.2% | +1.0% | +26.2% | +21.6% |
| 3Y | +158.7% | +39.1% | +119.6% | +93.8% |
| 5Y | +291.1% | +29.0% | +262.1% | +203.0% |
| 10Y | +715.0% | +275.8% | +439.2% | +287.3% |
| All | +715.0% | +274.2% | +440.8% | +287.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling