+45.2%
PL vs VRSN
+47.5%
-2.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -0.9% | +15.4% | +15.0% |
| 7D | +10.9% | -0.8% | +11.7% | +11.3% |
| 30D | -16.4% | +0.7% | -17.0% | -16.7% |
| 3M | -39.9% | +4.1% | -44.1% | -41.4% |
| 6M | -63.2% | +6.7% | -69.9% | -65.4% |
| YTD | -27.1% | +27.1% | -54.2% | -40.0% |
| 1Y | +12.2% | +28.0% | -15.8% | -8.4% |
| 3Y | +584.3% | +52.6% | +531.7% | +376.2% |
| 5Y | +37.0% | +33.3% | +3.7% | +3.4% |
| All | +45.2% | +47.5% | -2.3% | +8.8% |
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