+371.7%
TPR vs VRSN
+296.1%
+75.6%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.6% | -2.1% |
| 7D | +6.4% | -1.2% | +7.6% | +6.9% |
| 30D | +13.8% | +3.8% | +10.0% | +11.7% |
| 3M | -16.6% | +9.5% | -26.1% | -20.5% |
| 6M | +0.7% | +10.3% | -9.6% | -5.3% |
| YTD | +5.3% | +30.5% | -25.2% | -10.3% |
| 1Y | +32.4% | +27.9% | +4.5% | +13.8% |
| 3Y | +406.4% | +54.3% | +352.1% | +282.9% |
| 5Y | +227.9% | +37.2% | +190.8% | +159.3% |
| 10Y | +371.7% | +293.1% | +78.7% | +145.6% |
| All | +371.7% | +296.1% | +75.6% | +145.6% |
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