+1,895.7%
TER vs VRSN
+285.8%
+1,609.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.3% |
| 7D | +12.4% | -1.0% | +13.4% | +12.8% |
| 30D | +5.1% | -1.9% | +7.0% | +5.6% |
| 3M | +4.0% | +1.4% | +2.6% | +0.7% |
| 6M | +29.5% | +19.0% | +10.5% | +12.5% |
| YTD | +98.5% | +19.2% | +79.3% | +69.3% |
| 1Y | +234.1% | +1.7% | +232.4% | +213.4% |
| 3Y | +289.0% | +41.4% | +247.6% | +177.8% |
| 5Y | +228.2% | +31.7% | +196.5% | +144.6% |
| 10Y | +1,895.7% | +290.3% | +1,605.4% | +743.6% |
| All | +1,895.7% | +285.8% | +1,609.9% | +743.6% |
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