-53.1%
TE vs VRSN
+41.9%
-95.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.3% |
| 7D | +0.2% | +0.2% | 0.0% | 0.0% |
| 30D | -5.9% | +3.8% | -9.7% | -7.0% |
| 3M | -45.6% | +5.0% | -50.6% | -47.0% |
| 6M | -43.4% | +24.9% | -68.2% | -48.7% |
| YTD | -31.0% | +21.6% | -52.6% | -37.5% |
| 1Y | +145.2% | +2.4% | +142.8% | +138.4% |
| 3Y | -24.1% | +47.3% | -71.4% | -38.9% |
| 5Y | -48.1% | +34.7% | -82.9% | -58.3% |
| All | -53.1% | +41.9% | -95.0% | -62.3% |
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