+275.8%
VRSN vs FIVE
+475.1%
-199.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.5% |
| 7D | -2.1% | +3.7% | -5.8% | -2.8% |
| 30D | -3.9% | +4.0% | -7.9% | -4.7% |
| 3M | -0.1% | +36.2% | -36.4% | -5.8% |
| 6M | +16.4% | +18.0% | -1.6% | +12.0% |
| YTD | +17.2% | +34.9% | -17.6% | +9.8% |
| 1Y | +1.0% | +67.9% | -66.9% | -9.6% |
| 3Y | +39.1% | +57.3% | -18.2% | +20.4% |
| 5Y | +29.0% | +39.5% | -10.5% | +11.3% |
| 10Y | +275.8% | +496.4% | -220.6% | +147.0% |
| All | +275.8% | +475.1% | -199.2% | +147.0% |
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