+345.8%
RIO vs VRSN
+292.3%
+53.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -0.9% | +1.4% | -2.3% | -1.4% |
| 30D | -9.1% | +3.9% | -12.9% | -10.2% |
| 3M | -13.7% | +9.3% | -23.0% | -16.1% |
| 6M | -24.3% | +6.7% | -31.0% | -26.4% |
| YTD | +8.9% | +30.0% | -21.2% | -1.6% |
| 1Y | +22.7% | +26.0% | -3.3% | +12.0% |
| 3Y | +51.2% | +53.1% | -2.0% | +25.6% |
| 5Y | +88.1% | +35.0% | +53.1% | +60.3% |
| All | +345.8% | +292.3% | +53.5% | +148.0% |
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