+309.3%
SPY vs VRSN
+291.7%
+17.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.1% |
| 7D | +3.3% | +0.1% | +3.2% | +3.2% |
| 30D | -2.7% | +3.6% | -6.2% | -4.1% |
| 3M | -1.7% | +10.8% | -12.5% | -6.0% |
| 6M | +3.1% | +9.9% | -6.9% | -1.9% |
| YTD | +11.9% | +29.8% | -17.9% | -2.0% |
| 1Y | +12.0% | +26.3% | -14.3% | -0.8% |
| 3Y | +78.2% | +53.5% | +24.7% | +40.4% |
| 5Y | +73.2% | +34.8% | +38.5% | +42.4% |
| All | +309.3% | +291.7% | +17.7% | +126.6% |
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