+211.0%
RSP vs VRSN
+292.3%
-81.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +2.4% | +1.4% | +1.0% | +1.8% |
| 30D | +4.3% | +3.9% | +0.4% | +2.7% |
| 3M | -0.3% | +9.3% | -9.7% | -3.9% |
| 6M | +9.8% | +6.7% | +3.2% | +6.1% |
| YTD | +16.8% | +30.0% | -13.2% | +3.1% |
| 1Y | +19.5% | +26.0% | -6.5% | +6.8% |
| 3Y | +65.1% | +53.1% | +12.0% | +32.5% |
| 5Y | +48.7% | +35.0% | +13.7% | +23.6% |
| All | +211.0% | +292.3% | -81.4% | +74.6% |
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 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