+297.8%
SAN vs VRSN
+34.1%
+263.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.3% |
| 7D | +8.7% | -0.8% | +9.6% | +8.9% |
| 30D | -6.5% | +0.7% | -7.2% | -6.7% |
| 3M | -14.2% | +4.1% | -18.3% | -15.1% |
| 6M | +2.7% | +6.7% | -4.0% | +0.5% |
| YTD | +8.9% | +27.1% | -18.2% | +0.5% |
| 1Y | +23.4% | +28.0% | -4.6% | +13.6% |
| 3Y | +257.9% | +52.6% | +205.3% | +205.8% |
| 5Y | +297.8% | +33.3% | +264.4% | +225.4% |
| All | +297.8% | +34.1% | +263.6% | +225.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling