+303.8%
SGI vs VRSN
+291.7%
+12.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.7% |
| 7D | -10.7% | +0.1% | -10.8% | -10.8% |
| 30D | -3.6% | +3.6% | -7.1% | -5.5% |
| 3M | -5.4% | +10.8% | -16.2% | -10.9% |
| 6M | -7.0% | +9.9% | -17.0% | -13.3% |
| YTD | -31.6% | +29.8% | -61.4% | -42.9% |
| 1Y | -33.5% | +26.3% | -59.8% | -43.7% |
| 3Y | +66.5% | +53.5% | +13.0% | +20.6% |
| 5Y | +42.2% | +34.8% | +7.4% | +9.9% |
| All | +303.8% | +291.7% | +12.2% | +90.4% |
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 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