+852.5%
STLD vs VRSN
+287.3%
+565.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.5% | +0.9% |
| 7D | -11.1% | +0.5% | -11.6% | -11.3% |
| 30D | -4.8% | +4.9% | -9.7% | -6.7% |
| 3M | -14.6% | +5.8% | -20.4% | -16.8% |
| 6M | -7.4% | +12.6% | -20.0% | -12.9% |
| YTD | +32.6% | +28.2% | +4.3% | +16.0% |
| 1Y | +47.3% | +30.4% | +16.9% | +27.8% |
| 3Y | +107.5% | +54.6% | +53.0% | +62.0% |
| 5Y | +268.8% | +35.1% | +233.8% | +200.8% |
| All | +852.5% | +287.3% | +565.3% | +423.7% |
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