+379.1%
TPR vs VRSN
+287.3%
+91.9%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.5% |
| 7D | +14.2% | +0.5% | +13.7% | +13.9% |
| 30D | +17.1% | +4.9% | +12.2% | +14.4% |
| 3M | -17.7% | +5.8% | -23.5% | -20.2% |
| 6M | -10.2% | +12.6% | -22.7% | -16.5% |
| YTD | +4.9% | +28.2% | -23.3% | -9.9% |
| 1Y | +36.1% | +30.4% | +5.7% | +15.7% |
| 3Y | +416.5% | +54.6% | +361.9% | +289.4% |
| 5Y | +254.8% | +35.1% | +219.7% | +182.6% |
| All | +379.1% | +287.3% | +91.9% | +152.6% |
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