+3,667.9%
STRL vs VRSN
+292.3%
+3,375.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.2% | -3.1% |
| 7D | +15.7% | +1.4% | +14.2% | +15.1% |
| 30D | -35.5% | +3.9% | -39.3% | -36.2% |
| 3M | -47.1% | +9.3% | -56.5% | -48.7% |
| 6M | -65.8% | +6.7% | -72.4% | -67.0% |
| YTD | -4.5% | +30.0% | -34.6% | -15.8% |
| 1Y | -10.5% | +26.0% | -36.5% | -20.1% |
| 3Y | +340.6% | +53.1% | +287.5% | +256.3% |
| 5Y | +911.0% | +35.0% | +876.0% | +746.1% |
| All | +3,667.9% | +292.3% | +3,375.6% | +2,026.8% |
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