+995.4%
TER vs VRSN
+292.3%
+703.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.5% |
| 7D | +14.4% | +1.4% | +12.9% | +13.5% |
| 30D | -30.6% | +3.9% | -34.4% | -31.8% |
| 3M | -39.2% | +9.3% | -48.5% | -42.2% |
| 6M | -31.3% | +6.7% | -37.9% | -35.4% |
| YTD | +29.1% | +30.0% | -1.0% | +5.1% |
| 1Y | +47.4% | +26.0% | +21.4% | +22.2% |
| 3Y | +191.2% | +53.1% | +138.1% | +99.4% |
| 5Y | +74.0% | +35.0% | +39.0% | +29.3% |
| All | +995.4% | +292.3% | +703.1% | +323.5% |
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