+358.3%
SE vs VRSN
+192.1%
+166.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.1% |
| 7D | -1.5% | +0.1% | -1.6% | -1.7% |
| 30D | -22.3% | +3.6% | -25.9% | -24.3% |
| 3M | -41.8% | +10.8% | -52.6% | -46.3% |
| 6M | -22.4% | +9.9% | -32.3% | -29.3% |
| YTD | -41.6% | +29.8% | -71.4% | -54.1% |
| 1Y | -48.0% | +26.3% | -74.3% | -58.4% |
| 3Y | +63.9% | +53.5% | +10.3% | +6.4% |
| 5Y | -78.2% | +34.8% | -112.9% | -84.1% |
| All | +358.3% | +192.1% | +166.2% | +91.2% |
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