+330.2%
RCL vs VRSN
+291.7%
+38.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.5% | -3.4% | -3.7% |
| 7D | -0.2% | +0.1% | -0.4% | -0.3% |
| 30D | +14.4% | +3.6% | +10.8% | +12.4% |
| 3M | +5.2% | +10.8% | -5.6% | -0.3% |
| 6M | +26.1% | +9.9% | +16.2% | +18.7% |
| YTD | +17.4% | +29.8% | -12.5% | -0.5% |
| 1Y | +24.7% | +26.3% | -1.6% | +7.4% |
| 3Y | +250.9% | +53.5% | +197.4% | +164.9% |
| 5Y | +293.8% | +34.8% | +259.1% | +213.4% |
| All | +330.2% | +291.7% | +38.5% | +96.1% |
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