+290.3%
VRSN vs RBA
+189.2%
+101.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.9% |
| 7D | -1.0% | -1.9% | +0.9% | -0.5% |
| 30D | -1.9% | -13.0% | +11.1% | +1.7% |
| 3M | +1.4% | -23.1% | +24.5% | +8.1% |
| 6M | +19.0% | -22.6% | +41.6% | +26.4% |
| YTD | +19.2% | -20.4% | +39.6% | +25.0% |
| 1Y | +1.7% | -29.6% | +31.3% | +10.1% |
| 3Y | +41.4% | +26.6% | +14.9% | +27.5% |
| 5Y | +31.7% | +38.2% | -6.5% | +12.5% |
| 10Y | +290.3% | +194.7% | +95.5% | +150.6% |
| All | +290.3% | +189.2% | +101.1% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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