+463.1%
STM vs VRSN
+296.1%
+167.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +2.9% |
| 7D | +1.4% | -1.2% | +2.7% | +2.3% |
| 30D | -8.4% | +3.8% | -12.1% | -10.4% |
| 3M | -15.8% | +9.5% | -25.3% | -20.9% |
| 6M | -22.8% | +10.3% | -33.1% | -29.5% |
| YTD | +79.4% | +30.5% | +48.9% | +43.9% |
| 1Y | +97.0% | +27.9% | +69.1% | +60.0% |
| 3Y | +14.2% | +54.3% | -40.1% | -22.2% |
| 5Y | -4.5% | +37.2% | -41.6% | -30.2% |
| 10Y | +463.1% | +293.1% | +170.0% | +130.3% |
| All | +463.1% | +296.1% | +167.0% | +130.3% |
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