+56.2%
RIG vs VRSN
+33.8%
+22.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -2.1% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | -0.5% | +3.8% | -4.3% | -1.7% |
| 3M | -6.0% | +5.0% | -11.0% | -7.7% |
| 6M | -10.1% | +24.9% | -35.0% | -16.8% |
| YTD | +37.3% | +21.6% | +15.7% | +27.3% |
| 1Y | +73.9% | +2.4% | +71.5% | +72.1% |
| 3Y | -30.2% | +47.3% | -77.5% | -42.4% |
| All | +56.2% | +33.8% | +22.4% | +24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling