+6.2%
RRX vs VRSN
+41.8%
-35.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.6% |
| 7D | -0.7% | -1.0% | +0.3% | -0.7% |
| 30D | -8.0% | -1.9% | -6.1% | -7.9% |
| 3M | -25.1% | +1.4% | -26.4% | -24.9% |
| 6M | -18.3% | +19.0% | -37.3% | -20.8% |
| YTD | +14.2% | +19.2% | -5.1% | +10.4% |
| 1Y | +13.0% | +1.7% | +11.4% | +14.5% |
| All | +6.2% | +41.8% | -35.6% | -6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling