+1,984.4%
RSG vs VRSN
+3,415.5%
-1,431.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | -0.1% |
| 7D | -0.7% | -2.1% | +1.4% | -0.5% |
| 30D | +3.3% | -3.9% | +7.2% | +3.7% |
| 3M | +8.5% | -0.1% | +8.6% | +8.4% |
| 6M | -3.5% | +16.4% | -19.9% | -5.4% |
| YTD | +5.5% | +17.2% | -11.7% | +3.3% |
| 1Y | -1.7% | +1.0% | -2.7% | -2.2% |
| 3Y | +56.9% | +39.1% | +17.8% | +50.1% |
| 5Y | +89.4% | +29.0% | +60.4% | +81.8% |
| 10Y | +412.5% | +275.8% | +136.7% | +340.6% |
| All | +1,984.4% | +3,415.5% | -1,431.1% | +690.2% |
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 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