-35.7%
U vs VRSN
+46.0%
-81.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +3.3% |
| 7D | +5.5% | +0.2% | +5.3% | +5.2% |
| 30D | -1.3% | +3.8% | -5.0% | -4.8% |
| 3M | +64.6% | +5.0% | +59.6% | +54.9% |
| 6M | +119.4% | +24.9% | +94.5% | +69.9% |
| YTD | -0.5% | +21.6% | -22.1% | -21.7% |
| 1Y | +1.3% | +2.4% | -1.1% | -5.0% |
| 3Y | +15.6% | +47.3% | -31.7% | -32.8% |
| 5Y | -67.5% | +34.7% | -102.2% | -78.8% |
| All | -35.7% | +46.0% | -81.7% | -61.6% |
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