+1,150.0%
URI vs VRSN
+290.6%
+859.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | -2.0% | +0.1% | -2.0% | -2.0% |
| 30D | -12.9% | -0.2% | -12.8% | -13.1% |
| 3M | -6.7% | -0.3% | -6.4% | -7.7% |
| 6M | +19.0% | +23.0% | -4.0% | +4.4% |
| YTD | +25.5% | +21.3% | +4.2% | +10.3% |
| 1Y | +5.5% | +6.7% | -1.2% | -0.8% |
| 3Y | +111.3% | +45.0% | +66.4% | +61.3% |
| 5Y | +198.6% | +35.0% | +163.5% | +132.5% |
| All | +1,150.0% | +290.6% | +859.4% | +464.3% |
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