+225.7%
VIK vs VRSN
+74.3%
+151.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.0% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -18.4% | +3.8% | -22.2% | -18.9% |
| 3M | -8.8% | +5.0% | -13.8% | -9.6% |
| 6M | +17.1% | +24.9% | -7.7% | +9.5% |
| YTD | +19.0% | +21.6% | -2.6% | +11.5% |
| 1Y | +30.1% | +2.4% | +27.7% | +30.4% |
| All | +225.7% | +74.3% | +151.4% | +167.9% |
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