+95.9%
RIO vs VRSN
+41.8%
+54.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.2% |
| 7D | +1.0% | -1.0% | +2.0% | +1.0% |
| 30D | +4.0% | -1.9% | +5.9% | +4.1% |
| 3M | +4.5% | +1.4% | +3.2% | +4.5% |
| 6M | +17.3% | +19.0% | -1.7% | +15.5% |
| YTD | +36.2% | +19.2% | +17.0% | +34.0% |
| 1Y | +76.1% | +1.7% | +74.5% | +78.4% |
| All | +95.9% | +41.8% | +54.2% | +77.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling