+167.5%
PEG vs VRSN
+292.3%
-124.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.3% | +1.4% |
| 7D | +4.5% | +1.4% | +3.1% | +4.2% |
| 30D | +7.5% | +3.9% | +3.7% | +6.5% |
| 3M | +0.8% | +9.3% | -8.5% | -1.4% |
| 6M | 0.0% | +6.7% | -6.6% | -2.0% |
| YTD | -3.0% | +30.0% | -33.1% | -10.1% |
| 1Y | -4.7% | +26.0% | -30.8% | -11.0% |
| 3Y | +36.5% | +53.1% | -16.7% | +19.0% |
| 5Y | +44.4% | +35.0% | +9.3% | +28.1% |
| All | +167.5% | +292.3% | -124.8% | +106.2% |
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