+454.5%
V vs VRSN
+285.2%
+169.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.7% |
| 7D | +0.6% | -0.9% | +1.5% | +1.1% |
| 30D | +9.7% | +2.4% | +7.3% | +8.3% |
| 3M | +17.3% | +6.4% | +10.9% | +13.4% |
| 6M | +33.2% | +8.6% | +24.7% | +26.2% |
| YTD | +21.3% | +29.3% | -7.9% | +3.7% |
| 1Y | +27.3% | +27.2% | +0.1% | +9.7% |
| 3Y | +76.1% | +52.8% | +23.2% | +33.1% |
| 5Y | +103.5% | +36.7% | +66.7% | +59.9% |
| 10Y | +454.5% | +290.8% | +163.6% | +137.9% |
| All | +454.5% | +285.2% | +169.2% | +137.9% |
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