+210.1%
W vs VRSN
+292.3%
-82.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | +0.2% | +1.4% | -1.2% | -1.3% |
| 30D | +6.8% | +3.9% | +3.0% | +3.1% |
| 3M | +10.7% | +9.3% | +1.3% | +1.0% |
| 6M | +86.3% | +6.7% | +79.7% | +69.7% |
| YTD | +11.5% | +30.0% | -18.6% | -19.2% |
| 1Y | +5.1% | +26.0% | -20.9% | -21.3% |
| 3Y | +171.0% | +53.1% | +117.9% | +51.5% |
| 5Y | -56.6% | +35.0% | -91.6% | -70.8% |
| All | +210.1% | +292.3% | -82.2% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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