+293.1%
VRSN vs RVTY
+219.6%
+73.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -1.2% | -0.7% | -0.5% | -1.1% |
| 30D | +3.8% | +1.7% | +2.0% | +2.9% |
| 3M | +9.5% | +36.8% | -27.3% | -1.6% |
| 6M | +10.3% | +60.1% | -49.8% | -6.7% |
| YTD | +30.5% | +64.0% | -33.5% | +8.0% |
| 1Y | +27.9% | +68.2% | -40.3% | +4.6% |
| 3Y | +54.3% | +88.8% | -34.5% | +14.1% |
| 5Y | +37.2% | -10.5% | +47.7% | +37.6% |
| 10Y | +293.1% | +219.7% | +73.4% | +103.5% |
| All | +293.1% | +219.6% | +73.5% | +103.5% |
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