+695.9%
PH vs VRSN
+292.3%
+403.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +4.3% | +1.4% | +2.9% | +3.7% |
| 30D | +0.1% | +3.9% | -3.7% | -1.6% |
| 3M | -9.4% | +9.3% | -18.7% | -13.2% |
| 6M | +8.8% | +6.7% | +2.1% | +4.2% |
| YTD | +9.6% | +30.0% | -20.4% | -6.1% |
| 1Y | +14.4% | +26.0% | -11.6% | -0.4% |
| 3Y | +134.5% | +53.1% | +81.4% | +78.6% |
| 5Y | +204.4% | +35.0% | +169.4% | +142.6% |
| All | +695.9% | +292.3% | +403.5% | +282.6% |
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