+135.7%
ROP vs VRSN
+285.8%
-150.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -2.1% |
| 7D | -6.1% | -1.0% | -5.1% | -5.6% |
| 30D | -3.4% | -1.9% | -1.5% | -2.6% |
| 3M | +16.7% | +1.4% | +15.3% | +15.6% |
| 6M | +8.1% | +19.0% | -11.0% | -1.4% |
| YTD | -11.7% | +19.2% | -30.9% | -19.9% |
| 1Y | -24.2% | +1.7% | -25.9% | -25.9% |
| 3Y | -19.0% | +41.4% | -60.4% | -34.3% |
| 5Y | -15.9% | +31.7% | -47.5% | -30.9% |
| 10Y | +135.7% | +290.3% | -154.6% | +31.8% |
| All | +135.7% | +285.8% | -150.1% | +31.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling