+420.8%
RSG vs VRSN
+299.1%
+121.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.3% |
| 7D | 0.0% | +0.2% | -0.2% | -0.1% |
| 30D | +4.0% | +3.8% | +0.2% | +2.6% |
| 3M | +7.4% | +5.0% | +2.4% | +5.3% |
| 6M | +0.1% | +24.9% | -24.8% | -7.4% |
| YTD | +6.0% | +21.6% | -15.6% | -1.4% |
| 1Y | -3.0% | +2.4% | -5.4% | -4.7% |
| 3Y | +56.5% | +47.3% | +9.1% | +34.2% |
| 5Y | +90.9% | +34.7% | +56.2% | +65.4% |
| All | +420.8% | +299.1% | +121.8% | +252.3% |
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