+260.3%
STT vs VRSN
+293.8%
-33.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -1.4% | -1.5% | +0.2% | -0.8% |
| 30D | +2.2% | +0.7% | +1.5% | +1.8% |
| 3M | +18.8% | +0.6% | +18.3% | +17.6% |
| 6M | +57.9% | +21.7% | +36.2% | +42.6% |
| YTD | +51.0% | +20.0% | +31.0% | +36.2% |
| 1Y | +77.1% | +3.2% | +74.0% | +71.0% |
| 3Y | +199.8% | +42.4% | +157.5% | +142.8% |
| 5Y | +156.0% | +33.0% | +123.0% | +109.2% |
| All | +260.3% | +293.8% | -33.5% | +91.8% |
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