+375.0%
RCL vs VRSN
+285.2%
+89.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.9% | 0.0% |
| 7D | +8.5% | -0.9% | +9.4% | +9.0% |
| 30D | +20.4% | +2.4% | +18.0% | +18.9% |
| 3M | +11.0% | +6.4% | +4.6% | +7.4% |
| 6M | +24.9% | +8.6% | +16.3% | +18.3% |
| YTD | +23.9% | +29.3% | -5.4% | +5.3% |
| 1Y | +30.8% | +27.2% | +3.6% | +12.3% |
| 3Y | +270.4% | +52.8% | +217.6% | +180.6% |
| 5Y | +296.1% | +36.7% | +259.4% | +213.2% |
| 10Y | +375.0% | +290.8% | +84.2% | +130.2% |
| All | +375.0% | +285.2% | +89.8% | +130.2% |
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