+950.1%
THC vs VRSN
+274.2%
+675.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -0.7% |
| 7D | -2.6% | -2.1% | -0.4% | -1.6% |
| 30D | -1.2% | -3.9% | +2.7% | +0.5% |
| 3M | +58.9% | -0.1% | +59.1% | +58.2% |
| 6M | +9.3% | +16.4% | -7.1% | +0.1% |
| YTD | +30.4% | +17.2% | +13.1% | +18.0% |
| 1Y | +34.6% | +1.0% | +33.6% | +30.9% |
| 3Y | +246.7% | +39.1% | +207.6% | +179.3% |
| 5Y | +244.5% | +29.0% | +215.5% | +184.6% |
| 10Y | +950.1% | +275.8% | +674.3% | +462.0% |
| All | +950.1% | +274.2% | +675.9% | +462.0% |
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 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