+62.8%
PNR vs VRSN
+299.1%
-236.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.8% |
| 7D | -6.0% | +0.2% | -6.2% | -6.1% |
| 30D | -14.0% | +3.8% | -17.7% | -15.5% |
| 3M | -21.7% | +5.0% | -26.7% | -23.8% |
| 6M | -37.3% | +24.9% | -62.1% | -44.3% |
| YTD | -45.1% | +21.6% | -66.7% | -50.9% |
| 1Y | -49.1% | +2.4% | -51.5% | -50.7% |
| 3Y | -14.8% | +47.3% | -62.2% | -32.7% |
| 5Y | -21.0% | +34.7% | -55.8% | -35.6% |
| All | +62.8% | +299.1% | -236.2% | -11.1% |
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