+103.5%
RIO vs VRSN
+30.8%
+72.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.3% |
| 7D | +1.0% | -1.0% | +2.0% | +1.1% |
| 30D | +4.0% | -1.9% | +5.9% | +4.3% |
| 3M | +4.5% | +1.4% | +3.2% | +4.1% |
| 6M | +17.3% | +19.0% | -1.7% | +13.5% |
| YTD | +36.2% | +19.2% | +17.0% | +31.3% |
| 1Y | +76.1% | +1.7% | +74.5% | +75.6% |
| 3Y | +102.5% | +41.4% | +61.1% | +84.2% |
| 5Y | +103.5% | +31.7% | +71.9% | +83.4% |
| All | +103.5% | +30.8% | +72.8% | +83.4% |
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