+599.5%
XYZ vs VRSN
+287.3%
+312.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +2.7% |
| 7D | +12.1% | +0.5% | +11.7% | +11.8% |
| 30D | +12.4% | +4.9% | +7.5% | +7.6% |
| 3M | +8.2% | +5.8% | +2.3% | +2.5% |
| 6M | +20.7% | +12.6% | +8.1% | +5.0% |
| YTD | +31.3% | +28.2% | +3.1% | -1.6% |
| 1Y | +20.5% | +30.4% | -9.9% | -11.8% |
| 3Y | +72.6% | +54.6% | +18.0% | -1.3% |
| 5Y | -64.0% | +35.1% | -99.1% | -75.5% |
| All | +599.5% | +287.3% | +312.2% | +119.9% |
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