+662.0%
PBR vs VRSN
+299.1%
+363.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.2% | -1.4% |
| 7D | +5.4% | +0.2% | +5.2% | +5.2% |
| 30D | +22.9% | +3.8% | +19.1% | +20.8% |
| 3M | +19.6% | +5.0% | +14.6% | +16.5% |
| 6M | +16.5% | +24.9% | -8.4% | +4.8% |
| YTD | +86.7% | +21.6% | +65.0% | +68.7% |
| 1Y | +74.7% | +2.4% | +72.3% | +69.8% |
| 3Y | +102.6% | +47.3% | +55.2% | +61.6% |
| 5Y | +566.6% | +34.7% | +531.8% | +430.9% |
| All | +662.0% | +299.1% | +363.0% | +261.1% |
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