+363.5%
SE vs VRSN
+192.6%
+170.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.0% |
| 7D | -0.5% | +1.4% | -1.9% | -1.5% |
| 30D | -20.9% | +3.9% | -24.8% | -23.1% |
| 3M | -38.9% | +9.3% | -48.2% | -43.0% |
| 6M | -19.4% | +6.7% | -26.1% | -24.8% |
| YTD | -40.9% | +30.0% | -71.0% | -53.7% |
| 1Y | -46.2% | +26.0% | -72.2% | -56.8% |
| 3Y | +63.7% | +53.1% | +10.6% | +6.6% |
| 5Y | -77.9% | +35.0% | -112.9% | -83.9% |
| All | +363.5% | +192.6% | +170.8% | +93.1% |
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