+580.0%
XYZ vs VRSN
+274.2%
+305.8%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -0.2% |
| 7D | +2.9% | -2.1% | +5.0% | +4.9% |
| 30D | +1.4% | -3.9% | +5.3% | +4.9% |
| 3M | +14.6% | -0.1% | +14.7% | +12.7% |
| 6M | +20.8% | +16.4% | +4.4% | +0.5% |
| YTD | +23.1% | +17.2% | +5.8% | +0.5% |
| 1Y | +5.6% | +1.0% | +4.7% | -1.1% |
| 3Y | +50.9% | +39.1% | +11.8% | -3.9% |
| 5Y | -68.6% | +29.0% | -97.6% | -77.7% |
| 10Y | +580.0% | +275.8% | +304.1% | +146.0% |
| All | +580.0% | +274.2% | +305.8% | +146.0% |
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