+336.9%
SAN vs VRSN
+285.8%
+51.2%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.8% |
| 7D | -0.5% | -1.0% | +0.6% | -0.1% |
| 30D | -0.1% | -1.9% | +1.8% | +0.5% |
| 3M | +19.6% | +1.4% | +18.3% | +18.2% |
| 6M | +32.7% | +19.0% | +13.6% | +22.6% |
| YTD | +26.7% | +19.2% | +7.5% | +16.3% |
| 1Y | +51.6% | +1.7% | +50.0% | +47.8% |
| 3Y | +348.7% | +41.4% | +307.3% | +277.3% |
| 5Y | +378.7% | +31.7% | +347.1% | +304.3% |
| 10Y | +336.9% | +290.3% | +46.7% | +125.8% |
| All | +336.9% | +285.8% | +51.2% | +125.8% |
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