+76.6%
PEP vs VRSN
+274.2%
-197.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.6% |
| 7D | +0.1% | -2.1% | +2.2% | +0.7% |
| 30D | +0.7% | -3.9% | +4.6% | +1.7% |
| 3M | -0.5% | -0.1% | -0.4% | -0.8% |
| 6M | -11.3% | +16.4% | -27.7% | -16.0% |
| YTD | -0.6% | +17.2% | -17.8% | -6.5% |
| 1Y | +1.7% | +1.0% | +0.7% | +0.1% |
| 3Y | -12.5% | +39.1% | -51.6% | -24.2% |
| 5Y | +3.9% | +29.0% | -25.1% | -9.7% |
| 10Y | +76.6% | +275.8% | -199.3% | +21.1% |
| All | +76.6% | +274.2% | -197.6% | +21.1% |
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