+305.8%
VRSN vs RBA
+208.8%
+96.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -1.2% | +0.6% | -1.8% | -1.4% |
| 30D | +3.8% | +9.0% | -5.2% | +1.3% |
| 3M | +9.5% | +7.2% | +2.4% | +7.2% |
| 6M | +10.3% | -7.8% | +18.0% | +11.7% |
| YTD | +30.5% | -6.4% | +36.8% | +30.7% |
| 1Y | +27.9% | -4.2% | +32.1% | +27.2% |
| 3Y | +54.3% | +64.1% | -9.8% | +29.5% |
| 5Y | +37.2% | +48.4% | -11.2% | +15.4% |
| All | +305.8% | +208.8% | +96.9% | +159.2% |
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