+285.9%
VRSN vs HBM
+622.7%
-336.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -7.5% | +8.2% | +1.4% |
| 7D | -1.5% | -3.7% | +2.2% | -1.3% |
| 30D | +0.7% | -3.7% | +4.4% | +0.9% |
| 3M | +0.6% | +8.0% | -7.5% | -0.9% |
| 6M | +21.7% | +15.8% | +6.0% | +18.2% |
| YTD | +20.0% | +34.4% | -14.4% | +13.8% |
| 1Y | +3.2% | +98.2% | -95.0% | -7.0% |
| 3Y | +42.4% | +476.6% | -434.2% | +9.2% |
| 5Y | +33.0% | +331.1% | -298.1% | +2.2% |
| All | +285.9% | +622.7% | -336.8% | +143.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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