+293.1%
VRSN vs FIVE
+535.9%
-242.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.0% | +1.1% |
| 7D | -1.2% | -0.5% | -0.7% | -1.2% |
| 30D | +3.8% | +17.4% | -13.6% | +0.7% |
| 3M | +9.5% | +7.0% | +2.5% | +7.8% |
| 6M | +10.3% | +20.5% | -10.2% | +5.8% |
| YTD | +30.5% | +33.1% | -2.6% | +22.2% |
| 1Y | +27.9% | +67.1% | -39.2% | +14.7% |
| 3Y | +54.3% | +41.9% | +12.4% | +36.7% |
| 5Y | +37.2% | +21.1% | +16.1% | +22.0% |
| 10Y | +293.1% | +518.8% | -225.7% | +161.1% |
| All | +293.1% | +535.9% | -242.9% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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