+291.1%
VRSN vs INDA
+84.7%
+206.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.4% | +0.9% |
| 7D | +0.2% | -2.7% | +2.9% | +1.5% |
| 30D | +3.8% | -2.8% | +6.5% | +5.1% |
| 3M | +5.0% | +1.6% | +3.4% | +4.1% |
| 6M | +24.9% | -1.4% | +26.3% | +25.1% |
| YTD | +21.6% | -10.1% | +31.7% | +27.2% |
| 1Y | +2.4% | -8.8% | +11.2% | +6.2% |
| 3Y | +47.3% | +7.6% | +39.7% | +38.6% |
| 5Y | +34.7% | +5.8% | +29.0% | +27.5% |
| All | +291.1% | +84.7% | +206.3% | +173.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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