+113.8%
SYY vs VRSN
+299.1%
-185.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.7% |
| 7D | +3.9% | +0.2% | +3.7% | +3.9% |
| 30D | -1.7% | +3.8% | -5.5% | -3.0% |
| 3M | +5.2% | +5.0% | +0.2% | +3.1% |
| 6M | -0.2% | +24.9% | -25.1% | -8.1% |
| YTD | +15.4% | +21.6% | -6.2% | +6.6% |
| 1Y | +5.6% | +2.4% | +3.2% | +3.4% |
| 3Y | +28.9% | +47.3% | -18.5% | +9.1% |
| 5Y | +24.1% | +34.7% | -10.7% | +6.1% |
| All | +113.8% | +299.1% | -185.2% | +38.4% |
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