+44.1%
PL vs VRSN
+50.0%
-5.9%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.6% |
| 7D | +5.6% | -0.9% | +6.5% | +6.0% |
| 30D | -16.9% | +2.4% | -19.4% | -18.0% |
| 3M | -38.2% | +6.4% | -44.6% | -40.4% |
| 6M | -63.4% | +8.6% | -72.0% | -65.9% |
| YTD | -27.6% | +29.3% | -56.9% | -41.0% |
| 1Y | +6.6% | +27.2% | -20.6% | -12.3% |
| 3Y | +557.6% | +52.8% | +504.8% | +358.8% |
| 5Y | +39.5% | +36.7% | +2.8% | +4.3% |
| All | +44.1% | +50.0% | -5.9% | +7.1% |
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