+84.9%
USB vs VRSN
+285.2%
-200.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.9% |
| 7D | +1.4% | -0.9% | +2.3% | +1.7% |
| 30D | +6.4% | +2.4% | +4.0% | +5.5% |
| 3M | -4.5% | +6.4% | -10.8% | -6.6% |
| 6M | +11.4% | +8.6% | +2.8% | +7.4% |
| YTD | +17.1% | +29.3% | -12.2% | +5.3% |
| 1Y | +32.6% | +27.2% | +5.4% | +19.9% |
| 3Y | +101.8% | +52.8% | +49.0% | +66.8% |
| 5Y | +25.1% | +36.7% | -11.6% | +5.8% |
| 10Y | +84.9% | +290.8% | -206.0% | +12.1% |
| All | +84.9% | +285.2% | -200.4% | +12.1% |
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