+553.4%
SE vs VRSN
+173.6%
+379.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.7% | -2.3% |
| 7D | -5.2% | +0.2% | -5.4% | -5.5% |
| 30D | -17.1% | +3.8% | -20.8% | -19.5% |
| 3M | +24.0% | +5.0% | +19.0% | +17.9% |
| 6M | +21.0% | +24.9% | -3.9% | -0.9% |
| YTD | -16.7% | +21.6% | -38.3% | -31.3% |
| 1Y | -45.9% | +2.4% | -48.3% | -49.3% |
| 3Y | +177.8% | +47.3% | +130.5% | +85.4% |
| 5Y | -67.4% | +34.7% | -102.1% | -76.2% |
| All | +553.4% | +173.6% | +379.7% | +186.2% |
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