-14.5%
Z vs VRSN
+289.3%
-303.8%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.7% | +4.4% |
| 7D | -5.2% | -0.8% | -4.3% | -4.5% |
| 30D | +5.7% | +0.7% | +5.0% | +5.3% |
| 3M | -8.7% | +4.1% | -12.9% | -11.0% |
| 6M | -26.0% | +6.7% | -32.7% | -29.2% |
| YTD | -55.0% | +27.1% | -82.1% | -62.1% |
| 1Y | -58.0% | +28.0% | -86.0% | -64.9% |
| 3Y | -15.2% | +52.6% | -67.8% | -38.9% |
| 5Y | -53.8% | +33.3% | -87.1% | -64.1% |
| 10Y | -14.5% | +279.5% | -294.0% | -59.6% |
| All | -14.5% | +289.3% | -303.8% | -59.6% |
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