+49.1%
ADP vs VRSN
+34.5%
+14.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.7% |
| 7D | +3.2% | +0.5% | +2.8% | +3.0% |
| 30D | +14.9% | +4.9% | +10.0% | +12.3% |
| 3M | +11.6% | +5.8% | +5.8% | +8.5% |
| 6M | +48.5% | +12.6% | +35.9% | +39.8% |
| YTD | +20.6% | +28.2% | -7.7% | +6.4% |
| 1Y | +23.7% | +30.4% | -6.7% | +8.2% |
| 3Y | +47.8% | +54.6% | -6.8% | +15.5% |
| All | +49.1% | +34.5% | +14.5% | +21.8% |
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