+252.8%
SPOT vs VRSN
+155.6%
+97.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | 0.0% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | +7.4% | +3.8% | +3.6% | +5.0% |
| 3M | +8.2% | +5.0% | +3.2% | +4.5% |
| 6M | +2.2% | +24.9% | -22.7% | -11.6% |
| YTD | -9.5% | +21.6% | -31.1% | -20.9% |
| 1Y | -23.8% | +2.4% | -26.3% | -26.4% |
| 3Y | +233.5% | +47.3% | +186.1% | +152.6% |
| 5Y | +112.2% | +34.7% | +77.5% | +68.5% |
| All | +252.8% | +155.6% | +97.3% | +123.4% |
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