+217.3%
RRX vs VRSN
+299.1%
-81.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.4% | +3.2% |
| 7D | -0.3% | +0.2% | -0.6% | -0.5% |
| 30D | -6.1% | +3.8% | -9.9% | -7.6% |
| 3M | -23.1% | +5.0% | -28.1% | -25.1% |
| 6M | -19.5% | +24.9% | -44.4% | -28.2% |
| YTD | +16.1% | +21.6% | -5.5% | +4.0% |
| 1Y | +12.9% | +2.4% | +10.5% | +9.2% |
| 3Y | +7.9% | +47.3% | -39.4% | -14.1% |
| 5Y | +19.1% | +34.7% | -15.6% | -2.7% |
| All | +217.3% | +299.1% | -81.7% | +79.2% |
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