+13,591.2%
RMD vs VRSN
+6,651.0%
+6,940.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.3% |
| 7D | -5.0% | +0.1% | -5.0% | -5.0% |
| 30D | +2.2% | -0.2% | +2.4% | +2.2% |
| 3M | +17.8% | -0.3% | +18.1% | +17.7% |
| 6M | -11.3% | +23.0% | -34.3% | -14.8% |
| YTD | -4.4% | +21.3% | -25.8% | -8.0% |
| 1Y | -15.7% | +6.7% | -22.4% | -17.2% |
| 3Y | +47.7% | +45.0% | +2.8% | +36.7% |
| 5Y | -19.2% | +35.0% | -54.2% | -24.5% |
| 10Y | +280.4% | +276.3% | +4.1% | +205.1% |
| All | +13,591.2% | +6,651.0% | +6,940.1% | +6,599.7% |
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