+285.9%
VRSN vs RJF
+429.5%
-143.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | -1.5% | -4.2% | +2.6% | -0.2% |
| 30D | +0.7% | -3.6% | +4.3% | +1.8% |
| 3M | +0.6% | +15.6% | -15.1% | -4.2% |
| 6M | +21.7% | +17.6% | +4.1% | +15.1% |
| YTD | +20.0% | +9.2% | +10.8% | +15.6% |
| 1Y | +3.2% | +5.5% | -2.4% | +0.3% |
| 3Y | +42.4% | +70.3% | -27.9% | +14.5% |
| 5Y | +33.0% | +106.0% | -73.1% | -1.7% |
| All | +285.9% | +429.5% | -143.6% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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