+63.7%
SPG vs VRSN
+285.8%
-222.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -3.0% |
| 7D | -1.7% | -1.0% | -0.6% | -1.4% |
| 30D | -6.3% | -1.9% | -4.4% | -5.8% |
| 3M | -2.4% | +1.4% | -3.8% | -3.4% |
| 6M | +9.6% | +19.0% | -9.4% | +2.1% |
| YTD | +14.2% | +19.2% | -5.0% | +5.8% |
| 1Y | +19.3% | +1.7% | +17.6% | +16.9% |
| 3Y | +106.7% | +41.4% | +65.3% | +75.9% |
| 5Y | +104.2% | +31.7% | +72.6% | +75.4% |
| 10Y | +63.7% | +290.3% | -226.6% | +14.9% |
| All | +63.7% | +285.8% | -222.1% | +14.9% |
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