+70.3%
PR vs VRSN
+285.2%
-214.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -9.5% | -0.9% | -8.6% | -9.3% |
| 30D | -5.7% | +2.4% | -8.1% | -6.3% |
| 3M | +3.0% | +6.4% | -3.4% | +1.3% |
| 6M | +11.8% | +8.6% | +3.3% | +9.1% |
| YTD | +58.5% | +29.3% | +29.2% | +47.3% |
| 1Y | +69.9% | +27.2% | +42.7% | +58.4% |
| 3Y | +84.9% | +52.8% | +32.1% | +61.7% |
| 5Y | +246.4% | +36.7% | +209.7% | +205.7% |
| 10Y | +70.3% | +290.8% | -220.5% | +49.9% |
| All | +70.3% | +285.2% | -214.9% | +49.9% |
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