+208.9%
W vs VRSN
+291.7%
-82.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.1% |
| 7D | -1.7% | +0.1% | -1.8% | -1.9% |
| 30D | +3.2% | +3.6% | -0.3% | -0.1% |
| 3M | +8.3% | +10.8% | -2.5% | -2.4% |
| 6M | +84.3% | +9.9% | +74.3% | +62.6% |
| YTD | +11.0% | +29.8% | -18.8% | -19.3% |
| 1Y | -0.2% | +26.3% | -26.5% | -25.5% |
| 3Y | +157.9% | +53.5% | +104.4% | +43.7% |
| 5Y | -56.8% | +34.8% | -91.6% | -70.9% |
| All | +208.9% | +291.7% | -82.8% | +5.9% |
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