+378.1%
PSX vs VRSN
+299.1%
+79.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | 0.0% |
| 7D | +1.7% | +0.2% | +1.5% | +1.6% |
| 30D | +15.6% | +3.8% | +11.9% | +14.2% |
| 3M | +46.5% | +5.0% | +41.5% | +43.5% |
| 6M | +55.0% | +24.9% | +30.1% | +43.1% |
| YTD | +105.3% | +21.6% | +83.7% | +90.2% |
| 1Y | +101.6% | +2.4% | +99.2% | +97.5% |
| 3Y | +134.1% | +47.3% | +86.8% | +98.6% |
| 5Y | +368.7% | +34.7% | +333.9% | +299.1% |
| All | +378.1% | +299.1% | +79.0% | +192.8% |
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