+65.2%
PR vs VRSN
+287.3%
-222.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.2% |
| 7D | -16.4% | +0.5% | -16.9% | -16.5% |
| 30D | -1.9% | +4.9% | -6.8% | -3.0% |
| 3M | +8.0% | +5.8% | +2.1% | +6.3% |
| 6M | +4.1% | +12.6% | -8.5% | +0.6% |
| YTD | +58.7% | +28.2% | +30.5% | +47.8% |
| 1Y | +75.8% | +30.4% | +45.4% | +62.8% |
| 3Y | +73.2% | +54.6% | +18.6% | +50.9% |
| 5Y | +230.1% | +35.1% | +195.1% | +192.0% |
| All | +65.2% | +287.3% | -222.1% | +42.9% |
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