-16.1%
Z vs VRSN
+287.3%
-303.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.4% | -1.7% |
| 7D | -4.6% | +0.5% | -5.0% | -4.7% |
| 30D | +8.3% | +4.9% | +3.4% | +5.2% |
| 3M | -11.6% | +5.8% | -17.4% | -14.6% |
| 6M | -33.6% | +12.6% | -46.2% | -38.8% |
| YTD | -56.7% | +28.2% | -84.9% | -63.7% |
| 1Y | -59.1% | +30.4% | -89.6% | -66.2% |
| 3Y | -20.4% | +54.6% | -74.9% | -43.1% |
| 5Y | -55.3% | +35.1% | -90.3% | -65.5% |
| All | -16.1% | +287.3% | -303.3% | -60.4% |
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