+143.7%
PEG vs VRSN
+293.8%
-150.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.3% |
| 7D | -0.9% | -1.5% | +0.6% | -0.6% |
| 30D | -2.8% | +0.7% | -3.5% | -3.0% |
| 3M | -6.9% | +0.6% | -7.5% | -7.4% |
| 6M | -11.4% | +21.7% | -33.1% | -16.2% |
| YTD | -7.4% | +20.0% | -27.4% | -12.4% |
| 1Y | -8.3% | +3.2% | -11.4% | -9.9% |
| 3Y | +31.5% | +42.4% | -10.8% | +16.8% |
| 5Y | +38.0% | +33.0% | +5.0% | +22.5% |
| All | +143.7% | +293.8% | -150.1% | +89.9% |
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