+116.1%
SPG vs VRSN
+285.2%
-169.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.1% |
| 7D | +5.6% | -0.9% | +6.5% | +5.9% |
| 30D | +17.6% | +2.4% | +15.2% | +16.6% |
| 3M | +7.5% | +6.4% | +1.1% | +4.9% |
| 6M | +18.5% | +8.6% | +10.0% | +14.3% |
| YTD | +30.9% | +29.3% | +1.7% | +17.7% |
| 1Y | +34.1% | +27.2% | +6.9% | +21.2% |
| 3Y | +135.5% | +52.8% | +82.7% | +94.7% |
| 5Y | +86.5% | +36.7% | +49.8% | +57.8% |
| 10Y | +116.1% | +290.8% | -174.7% | +48.1% |
| All | +116.1% | +285.2% | -169.1% | +48.1% |
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