+772.4%
RRX vs VRSN
+6,651.0%
-5,878.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +3.4% | +0.1% | +3.4% | +3.4% |
| 30D | -11.1% | -0.2% | -11.0% | -11.2% |
| 3M | -23.7% | -0.3% | -23.4% | -24.0% |
| 6M | -22.0% | +23.0% | -45.0% | -25.3% |
| YTD | +16.5% | +21.3% | -4.9% | +11.6% |
| 1Y | +11.5% | +6.7% | +4.8% | +9.1% |
| 3Y | +1.5% | +45.0% | -43.4% | -6.2% |
| 5Y | +18.3% | +35.0% | -16.8% | +10.4% |
| 10Y | +209.8% | +276.3% | -66.5% | +146.3% |
| All | +772.4% | +6,651.0% | -5,878.7% | +383.5% |
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