+304.8%
SGI vs VRSN
+292.3%
+12.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.1% |
| 7D | -5.3% | +1.4% | -6.7% | -6.1% |
| 30D | -2.1% | +3.9% | -5.9% | -4.2% |
| 3M | -8.2% | +9.3% | -17.5% | -12.9% |
| 6M | -4.6% | +6.7% | -11.2% | -9.4% |
| YTD | -31.5% | +30.0% | -61.5% | -42.9% |
| 1Y | -30.8% | +26.0% | -56.8% | -41.3% |
| 3Y | +67.2% | +53.1% | +14.1% | +21.4% |
| 5Y | +42.5% | +35.0% | +7.5% | +10.0% |
| All | +304.8% | +292.3% | +12.4% | +90.7% |
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