+29.0%
VRSN vs RVTY
-32.1%
+61.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -2.9% |
| 7D | -2.1% | +0.4% | -2.5% | -2.2% |
| 30D | -3.9% | +10.8% | -14.7% | -6.0% |
| 3M | -0.1% | +26.8% | -26.9% | -5.5% |
| 6M | +16.4% | +39.3% | -22.9% | +7.0% |
| YTD | +17.2% | +31.6% | -14.4% | +8.7% |
| 1Y | +1.0% | +47.7% | -46.7% | -9.5% |
| 3Y | +39.1% | +19.9% | +19.2% | +28.1% |
| 5Y | +29.0% | -32.3% | +61.4% | +48.6% |
| All | +29.0% | -32.1% | +61.1% | +48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling