-26.3%
U vs VRSN
+55.2%
-81.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -3.6% |
| 7D | +24.4% | -0.9% | +25.2% | +24.9% |
| 30D | +7.4% | +2.4% | +5.0% | +4.8% |
| 3M | +16.8% | +6.4% | +10.4% | +9.8% |
| 6M | +78.8% | +8.6% | +70.2% | +61.3% |
| YTD | +14.0% | +29.3% | -15.3% | -15.3% |
| 1Y | +16.7% | +27.2% | -10.5% | -12.2% |
| 3Y | +86.4% | +52.8% | +33.5% | +6.1% |
| 5Y | -71.5% | +36.7% | -108.2% | -81.7% |
| All | -26.3% | +55.2% | -81.5% | -58.5% |
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