+558.6%
QQQ vs VRSN
+299.1%
+259.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.2% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | -1.2% | +3.8% | -5.0% | -3.2% |
| 3M | -0.2% | +5.0% | -5.2% | -3.6% |
| 6M | +17.9% | +24.9% | -7.0% | +2.8% |
| YTD | +16.6% | +21.6% | -5.0% | +2.4% |
| 1Y | +23.0% | +2.4% | +20.6% | +18.1% |
| 3Y | +92.9% | +47.3% | +45.6% | +45.9% |
| 5Y | +95.6% | +34.7% | +60.9% | +53.5% |
| All | +558.6% | +299.1% | +259.5% | +240.2% |
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