+621.5%
XYZ vs VRSN
+296.1%
+325.5%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.7% |
| 7D | -2.2% | -1.2% | -0.9% | -1.2% |
| 30D | +11.6% | +3.8% | +7.8% | +7.8% |
| 3M | +8.4% | +9.5% | -1.1% | -0.5% |
| 6M | +17.2% | +10.3% | +6.9% | +3.8% |
| YTD | +31.7% | +30.5% | +1.2% | -3.0% |
| 1Y | +30.1% | +27.9% | +2.2% | -2.8% |
| 3Y | +66.4% | +54.3% | +12.2% | -4.4% |
| 5Y | -62.2% | +37.2% | -99.3% | -74.7% |
| 10Y | +621.5% | +293.1% | +328.5% | +123.6% |
| All | +621.5% | +296.1% | +325.5% | +123.6% |
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