+1,080.4%
STLD vs VRSN
+274.2%
+806.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.7% |
| 7D | +2.7% | -2.1% | +4.8% | +3.6% |
| 30D | -8.4% | -3.9% | -4.5% | -7.0% |
| 3M | -9.9% | -0.1% | -9.7% | -10.4% |
| 6M | +33.0% | +16.4% | +16.6% | +22.6% |
| YTD | +42.6% | +17.2% | +25.3% | +29.8% |
| 1Y | +80.8% | +1.0% | +79.8% | +76.0% |
| 3Y | +143.4% | +39.1% | +104.3% | +98.8% |
| 5Y | +293.4% | +29.0% | +264.4% | +226.5% |
| 10Y | +1,080.4% | +275.8% | +804.6% | +539.5% |
| All | +1,080.4% | +274.2% | +806.2% | +539.5% |
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