-54.3%
S vs VRSN
+27.1%
-81.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -1.4% |
| 7D | -1.2% | -1.0% | -0.2% | -0.4% |
| 30D | -12.6% | -1.9% | -10.7% | -11.2% |
| 3M | +27.6% | +1.4% | +26.2% | +25.2% |
| 6M | +35.5% | +19.0% | +16.4% | +15.6% |
| YTD | +29.6% | +19.2% | +10.4% | +9.7% |
| 1Y | +8.1% | +1.7% | +6.4% | +5.1% |
| 3Y | +14.8% | +41.4% | -26.7% | -23.2% |
| 5Y | -70.6% | +31.7% | -102.2% | -77.7% |
| All | -54.3% | +27.1% | -81.4% | -64.7% |
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