+276.7%
SAN vs VRSN
+296.1%
-19.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | +3.4% | -1.2% | +4.6% | +3.8% |
| 30D | -6.3% | +3.8% | -10.0% | -7.5% |
| 3M | -14.1% | +9.5% | -23.6% | -16.9% |
| 6M | +4.2% | +10.3% | -6.1% | -0.4% |
| YTD | +9.0% | +30.5% | -21.4% | -3.0% |
| 1Y | +18.8% | +27.9% | -9.1% | +6.4% |
| 3Y | +252.0% | +54.3% | +197.7% | +187.4% |
| 5Y | +299.5% | +37.2% | +262.3% | +234.5% |
| 10Y | +276.7% | +293.1% | -16.4% | +102.2% |
| All | +276.7% | +296.1% | -19.4% | +102.2% |
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 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