+135.1%
ADI vs VRSN
+30.8%
+104.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.2% |
| 7D | +2.6% | -1.0% | +3.7% | +3.0% |
| 30D | -4.6% | -1.9% | -2.7% | -4.1% |
| 3M | -9.5% | +1.4% | -10.9% | -10.9% |
| 6M | +14.8% | +19.0% | -4.2% | +3.6% |
| YTD | +35.8% | +19.2% | +16.6% | +21.9% |
| 1Y | +48.9% | +1.7% | +47.3% | +45.2% |
| 3Y | +115.6% | +41.4% | +74.1% | +68.7% |
| 5Y | +135.1% | +31.7% | +103.4% | +93.2% |
| All | +135.1% | +30.8% | +104.3% | +93.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling