-22.1%
RMD vs VRSN
+30.8%
-52.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.0% |
| 7D | -4.7% | -1.0% | -3.7% | -4.4% |
| 30D | +0.2% | -1.9% | +2.1% | +0.8% |
| 3M | +12.0% | +1.4% | +10.6% | +11.2% |
| 6M | -12.5% | +19.0% | -31.6% | -18.1% |
| YTD | -7.9% | +19.2% | -27.1% | -14.1% |
| 1Y | -20.4% | +1.7% | -22.1% | -21.4% |
| 3Y | +53.1% | +41.4% | +11.7% | +29.9% |
| 5Y | -22.1% | +31.7% | -53.8% | -30.8% |
| All | -22.1% | +30.8% | -52.9% | -30.8% |
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 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