+188.9%
TECH vs VRSN
+285.8%
-96.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.8% |
| 7D | -0.1% | -1.0% | +1.0% | +0.4% |
| 30D | +0.3% | -1.9% | +2.2% | +1.0% |
| 3M | +32.9% | +1.4% | +31.6% | +31.1% |
| 6M | +32.1% | +19.0% | +13.0% | +18.8% |
| YTD | +23.4% | +19.2% | +4.2% | +10.3% |
| 1Y | +34.1% | +1.7% | +32.4% | +29.5% |
| 3Y | +2.2% | +41.4% | -39.3% | -19.3% |
| 5Y | -41.8% | +31.7% | -73.5% | -52.8% |
| 10Y | +188.9% | +290.3% | -101.3% | +66.0% |
| All | +188.9% | +285.8% | -96.9% | +66.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling