+194.9%
SO vs VRSN
+285.2%
-90.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.4% |
| 7D | -0.1% | -0.9% | +0.8% | +0.1% |
| 30D | +8.7% | +2.4% | +6.3% | +7.9% |
| 3M | +3.4% | +6.4% | -3.0% | +1.4% |
| 6M | +3.7% | +8.6% | -4.8% | +0.7% |
| YTD | +10.0% | +29.3% | -19.2% | +1.0% |
| 1Y | +6.6% | +27.2% | -20.6% | -1.7% |
| 3Y | +52.5% | +52.8% | -0.3% | +30.6% |
| 5Y | +76.1% | +36.7% | +39.3% | +53.3% |
| 10Y | +194.9% | +290.8% | -95.9% | +127.0% |
| All | +194.9% | +285.2% | -90.3% | +127.0% |
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