+3,528.9%
RIO vs VRSN
+6,651.0%
-3,122.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.5% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +4.0% | -0.2% | +4.1% | +3.9% |
| 3M | +0.1% | -0.3% | +0.4% | -0.2% |
| 6M | +12.7% | +23.0% | -10.3% | +8.4% |
| YTD | +35.6% | +21.3% | +14.2% | +30.3% |
| 1Y | +73.7% | +6.7% | +67.0% | +70.2% |
| 3Y | +93.3% | +45.0% | +48.3% | +79.0% |
| 5Y | +92.4% | +35.0% | +57.4% | +78.7% |
| 10Y | +606.9% | +276.3% | +330.6% | +457.6% |
| All | +3,528.9% | +6,651.0% | -3,122.2% | +1,764.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling