+1,831.6%
PWR vs VRSN
+292.3%
+1,539.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +11.3% | +1.4% | +9.9% | +10.8% |
| 30D | -8.9% | +3.9% | -12.7% | -10.0% |
| 3M | -10.5% | +9.3% | -19.8% | -13.3% |
| 6M | -22.2% | +6.7% | -28.8% | -24.8% |
| YTD | +42.7% | +30.0% | +12.7% | +26.1% |
| 1Y | +41.1% | +26.0% | +15.1% | +26.2% |
| 3Y | +242.7% | +53.1% | +189.6% | +175.5% |
| 5Y | +418.5% | +35.0% | +383.5% | +333.1% |
| All | +1,831.6% | +292.3% | +1,539.3% | +959.2% |
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