+290.3%
VRSN vs RVTY
+134.6%
+155.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +2.5% |
| 7D | -1.0% | -5.4% | +4.4% | +0.7% |
| 30D | -1.9% | +6.7% | -8.6% | -4.1% |
| 3M | +1.4% | +19.0% | -17.6% | -4.7% |
| 6M | +19.0% | +34.6% | -15.6% | +6.1% |
| YTD | +19.2% | +28.3% | -9.1% | +7.3% |
| 1Y | +1.7% | +46.0% | -44.4% | -13.3% |
| 3Y | +41.4% | +16.9% | +24.6% | +24.6% |
| 5Y | +31.7% | -32.9% | +64.6% | +46.3% |
| 10Y | +290.3% | +141.6% | +148.6% | +120.5% |
| All | +290.3% | +134.6% | +155.7% | +120.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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