+386.4%
V vs VRSN
+279.4%
+107.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | 0.0% |
| 7D | -1.1% | -2.1% | +1.1% | 0.0% |
| 30D | +1.9% | -3.9% | +5.8% | +3.9% |
| 3M | +15.5% | -0.1% | +15.7% | +14.8% |
| 6M | +16.6% | +16.4% | +0.2% | +6.0% |
| YTD | +5.7% | +17.2% | -11.5% | -4.8% |
| 1Y | +8.6% | +1.0% | +7.6% | +5.6% |
| 3Y | +52.5% | +39.1% | +13.4% | +21.1% |
| 5Y | +67.1% | +29.0% | +38.1% | +34.9% |
| All | +386.4% | +279.4% | +107.0% | +128.1% |
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