+129.9%
PSA vs VRSN
+292.3%
-162.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.4% | +1.4% | -2.9% | -1.8% |
| 30D | +15.2% | +3.9% | +11.3% | +13.9% |
| 3M | +2.2% | +9.3% | -7.1% | -0.5% |
| 6M | +11.7% | +6.7% | +5.0% | +9.1% |
| YTD | +32.0% | +30.0% | +2.0% | +20.9% |
| 1Y | +26.3% | +26.0% | +0.3% | +16.7% |
| 3Y | +52.4% | +53.1% | -0.8% | +30.2% |
| 5Y | +26.3% | +35.0% | -8.7% | +10.1% |
| All | +129.9% | +292.3% | -162.5% | +80.2% |
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