+769.0%
STLD vs VRSN
+291.7%
+477.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +6.9% | +0.1% | +6.7% | +6.8% |
| 30D | -1.5% | +3.6% | -5.0% | -2.9% |
| 3M | -9.7% | +10.8% | -20.5% | -13.7% |
| 6M | +2.3% | +9.9% | -7.6% | -2.7% |
| YTD | +41.0% | +29.8% | +11.2% | +22.8% |
| 1Y | +51.8% | +26.3% | +25.5% | +33.8% |
| 3Y | +126.4% | +53.5% | +72.9% | +77.4% |
| 5Y | +285.7% | +34.8% | +250.9% | +215.0% |
| All | +769.0% | +291.7% | +477.4% | +354.0% |
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