+7,178.3%
STRL vs VRSN
+274.2%
+6,904.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.4% | +6.6% | +4.2% |
| 7D | +10.1% | -2.1% | +12.2% | +10.7% |
| 30D | -8.2% | -3.9% | -4.3% | -7.4% |
| 3M | -43.7% | -0.1% | -43.6% | -44.5% |
| 6M | +27.1% | +16.4% | +10.7% | +17.0% |
| YTD | +64.0% | +17.2% | +46.8% | +49.2% |
| 1Y | +75.2% | +1.0% | +74.2% | +69.4% |
| 3Y | +539.9% | +39.1% | +500.8% | +432.1% |
| 5Y | +2,133.0% | +29.0% | +2,104.0% | +1,776.2% |
| 10Y | +7,178.3% | +275.8% | +6,902.4% | +3,928.7% |
| All | +7,178.3% | +274.2% | +6,904.0% | +3,928.7% |
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