+91.7%
USB vs VRSN
+287.3%
-195.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.1% |
| 7D | 0.0% | +0.5% | -0.5% | -0.2% |
| 30D | +5.8% | +4.9% | +0.9% | +4.1% |
| 3M | -6.0% | +5.8% | -11.8% | -7.9% |
| 6M | +7.8% | +12.6% | -4.8% | +2.6% |
| YTD | +14.6% | +28.2% | -13.6% | +3.3% |
| 1Y | +31.8% | +30.4% | +1.3% | +18.0% |
| 3Y | +91.5% | +54.6% | +36.9% | +57.5% |
| 5Y | +22.0% | +35.1% | -13.0% | +3.6% |
| All | +91.7% | +287.3% | -195.5% | +16.9% |
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