+64.3%
T vs VRSN
+291.2%
-226.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -2.2% |
| 7D | -3.1% | -1.0% | -2.0% | -2.9% |
| 30D | +4.6% | -1.9% | +6.5% | +5.0% |
| 3M | +12.2% | +1.4% | +10.9% | +11.6% |
| 6M | -6.5% | +19.0% | -25.5% | -10.8% |
| YTD | +4.9% | +19.2% | -14.3% | -0.3% |
| 1Y | -10.5% | +1.7% | -12.2% | -11.5% |
| 3Y | +104.6% | +41.4% | +63.2% | +83.9% |
| 5Y | +64.2% | +31.7% | +32.5% | +47.4% |
| All | +64.3% | +291.2% | -226.9% | +27.6% |
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