+389.2%
ROIV vs VRSN
+34.7%
+354.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | +1.7% | +1.4% | +0.3% | +1.3% |
| 30D | +17.6% | +3.9% | +13.7% | +16.5% |
| 3M | +9.0% | +9.3% | -0.4% | +6.5% |
| 6M | +35.3% | +6.7% | +28.6% | +32.3% |
| YTD | +82.2% | +30.0% | +52.1% | +65.3% |
| 1Y | +92.3% | +26.0% | +66.3% | +76.7% |
| 3Y | +336.8% | +53.1% | +283.7% | +258.4% |
| All | +389.2% | +34.7% | +354.5% | +291.6% |
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