-47.8%
S vs VRSN
+38.7%
-86.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +2.0% | +1.4% | +0.6% | +0.7% |
| 30D | -2.7% | +3.9% | -6.6% | -5.8% |
| 3M | -6.9% | +9.3% | -16.2% | -13.6% |
| 6M | +38.1% | +6.7% | +31.4% | +30.3% |
| YTD | +48.0% | +30.0% | +18.0% | +16.6% |
| 1Y | +34.5% | +26.0% | +8.5% | +8.7% |
| 3Y | +38.3% | +53.1% | -14.8% | -12.6% |
| 5Y | -70.9% | +35.0% | -105.9% | -78.1% |
| All | -47.8% | +38.7% | -86.5% | -62.5% |
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 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