+2,038.9%
STX vs VRSN
+291.7%
+1,747.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +16.8% | +0.1% | +16.7% | +16.8% |
| 30D | -27.0% | +3.6% | -30.6% | -28.0% |
| 3M | -37.9% | +10.8% | -48.6% | -40.6% |
| 6M | -32.5% | +9.9% | -42.4% | -36.5% |
| YTD | +98.6% | +29.8% | +68.8% | +71.1% |
| 1Y | +93.6% | +26.3% | +67.3% | +68.8% |
| 3Y | +699.1% | +53.5% | +645.6% | +507.9% |
| 5Y | +481.0% | +34.8% | +446.2% | +364.8% |
| All | +2,038.9% | +291.7% | +1,747.3% | +818.9% |
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