+3,988.2%
STRL vs VRSN
+289.3%
+3,698.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | -0.9% | +15.9% | +15.2% |
| 7D | -13.3% | -0.8% | -12.5% | -13.2% |
| 30D | -43.3% | +0.7% | -44.0% | -43.5% |
| 3M | -46.9% | +4.1% | -51.0% | -47.7% |
| 6M | -65.6% | +6.7% | -72.3% | -66.9% |
| YTD | -5.1% | +27.1% | -32.1% | -15.7% |
| 1Y | -23.1% | +28.0% | -51.0% | -32.0% |
| 3Y | +346.8% | +52.6% | +294.2% | +261.0% |
| 5Y | +907.2% | +33.3% | +873.9% | +745.1% |
| 10Y | +3,988.2% | +279.5% | +3,708.7% | +2,265.4% |
| All | +3,988.2% | +289.3% | +3,698.9% | +2,265.4% |
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