-22.7%
U vs VRSN
+56.1%
-78.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.1% | +5.1% |
| 7D | +2.6% | +1.4% | +1.2% | +1.3% |
| 30D | +27.6% | +3.9% | +23.7% | +23.0% |
| 3M | +15.3% | +9.3% | +6.0% | +5.9% |
| 6M | +96.4% | +6.7% | +89.7% | +80.4% |
| YTD | +19.6% | +30.0% | -10.5% | -11.6% |
| 1Y | +42.1% | +26.0% | +16.1% | +8.2% |
| 3Y | +87.5% | +53.1% | +34.4% | +6.8% |
| 5Y | -73.1% | +35.0% | -108.2% | -82.6% |
| All | -22.7% | +56.1% | -78.8% | -56.7% |
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