+61.4%
T vs VRSN
+296.1%
-234.7%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.2% |
| 7D | +2.0% | -1.2% | +3.2% | +2.3% |
| 30D | -1.0% | +3.8% | -4.8% | -1.9% |
| 3M | -8.1% | +9.5% | -17.6% | -10.2% |
| 6M | -8.3% | +10.3% | -18.5% | -10.8% |
| YTD | -6.1% | +30.5% | -36.6% | -12.8% |
| 1Y | -7.4% | +27.9% | -35.3% | -13.6% |
| 3Y | +65.4% | +54.3% | +11.2% | +45.4% |
| 5Y | +57.6% | +37.2% | +20.5% | +40.3% |
| 10Y | +61.4% | +293.1% | -231.7% | +19.4% |
| All | +61.4% | +296.1% | -234.7% | +19.4% |
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