-16.9%
Z vs VRSN
+296.1%
-312.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.1% |
| 7D | -13.1% | -1.2% | -11.8% | -12.3% |
| 30D | +5.9% | +3.8% | +2.1% | +3.4% |
| 3M | -13.7% | +9.5% | -23.2% | -18.5% |
| 6M | -27.1% | +10.3% | -37.4% | -31.8% |
| YTD | -56.8% | +30.5% | -87.3% | -64.2% |
| 1Y | -60.2% | +27.9% | -88.1% | -66.7% |
| 3Y | -19.7% | +54.3% | -74.0% | -42.5% |
| 5Y | -53.7% | +37.2% | -90.9% | -64.6% |
| 10Y | -16.9% | +293.1% | -309.9% | -61.0% |
| All | -16.9% | +296.1% | -312.9% | -61.0% |
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