+29.1%
Q vs VRSN
+29.1%
0.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.2% |
| 7D | +11.5% | +0.1% | +11.4% | +11.6% |
| 30D | -0.2% | +3.6% | -3.7% | +0.5% |
| 3M | -13.6% | +10.8% | -24.4% | -11.8% |
| 6M | -27.0% | +9.9% | -37.0% | -24.3% |
| YTD | +50.5% | +29.8% | +20.7% | +52.6% |
| 1Y | +33.8% | +26.3% | +7.5% | +36.5% |
| All | +29.1% | +29.1% | 0.0% | +31.2% |
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