+26.8%
PL vs VRSN
+48.8%
-22.1%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.1% | +11.5% | +10.9% |
| 7D | -6.8% | +0.5% | -7.3% | -7.0% |
| 30D | -29.3% | +4.9% | -34.2% | -31.0% |
| 3M | -44.8% | +5.8% | -50.6% | -46.5% |
| 6M | -68.4% | +12.6% | -80.9% | -71.2% |
| YTD | -36.4% | +28.2% | -64.6% | -47.8% |
| 1Y | +0.7% | +30.4% | -29.7% | -18.6% |
| 3Y | +455.3% | +54.6% | +400.7% | +283.9% |
| 5Y | +22.7% | +35.1% | -12.4% | -7.8% |
| All | +26.8% | +48.8% | -22.1% | -5.4% |
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