+342.5%
RCL vs VRSN
+285.8%
+56.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.6% |
| 7D | -2.2% | -1.0% | -1.2% | -1.8% |
| 30D | -15.7% | -1.9% | -13.8% | -15.0% |
| 3M | -8.0% | +1.4% | -9.3% | -9.4% |
| 6M | -10.1% | +19.0% | -29.2% | -19.4% |
| YTD | -5.9% | +19.2% | -25.1% | -16.6% |
| 1Y | -23.5% | +1.7% | -25.2% | -26.0% |
| 3Y | +174.4% | +41.4% | +132.9% | +116.2% |
| 5Y | +227.1% | +31.7% | +195.5% | +163.4% |
| 10Y | +342.5% | +290.3% | +52.3% | +127.1% |
| All | +342.5% | +285.8% | +56.7% | +127.1% |
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