+1,218.8%
URI vs VRSN
+289.3%
+929.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.9% | +7.8% | +7.3% |
| 7D | -4.0% | -0.8% | -3.2% | -3.7% |
| 30D | +6.8% | +0.7% | +6.1% | +6.3% |
| 3M | -2.8% | +4.1% | -6.9% | -5.2% |
| 6M | +20.9% | +6.7% | +14.1% | +14.8% |
| YTD | +40.2% | +27.1% | +13.2% | +20.2% |
| 1Y | +34.1% | +28.0% | +6.1% | +14.3% |
| 3Y | +164.1% | +52.6% | +111.5% | +96.2% |
| 5Y | +199.3% | +33.3% | +166.0% | +135.8% |
| 10Y | +1,218.8% | +279.5% | +939.3% | +529.3% |
| All | +1,218.8% | +289.3% | +929.5% | +529.3% |
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