+443.6%
TEAM vs VRSN
+292.3%
+151.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | -2.4% | +1.4% | -3.8% | -3.6% |
| 30D | -26.7% | +3.9% | -30.6% | -28.9% |
| 3M | -9.6% | +9.3% | -19.0% | -15.9% |
| 6M | +86.0% | +6.7% | +79.4% | +75.7% |
| YTD | -7.5% | +30.0% | -37.5% | -26.3% |
| 1Y | -1.4% | +26.0% | -27.4% | -19.4% |
| 3Y | -14.3% | +53.1% | -67.4% | -42.8% |
| 5Y | -66.3% | +35.0% | -101.3% | -74.4% |
| All | +443.6% | +292.3% | +151.3% | +87.2% |
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