+35.0%
VRSN vs RBA
+45.3%
-10.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.8% | -0.5% |
| 7D | +0.1% | -2.9% | +3.0% | +0.7% |
| 30D | -0.2% | -12.3% | +12.1% | +2.8% |
| 3M | -0.3% | -20.5% | +20.2% | +4.6% |
| 6M | +23.0% | -18.5% | +41.5% | +28.0% |
| YTD | +21.3% | -18.2% | +39.6% | +25.5% |
| 1Y | +6.7% | -27.5% | +34.2% | +13.6% |
| 3Y | +45.0% | +38.1% | +6.9% | +28.4% |
| All | +35.0% | +45.3% | -10.2% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling