-42.5%
ALB vs VRSN
+30.0%
-72.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +3.8% |
| 7D | -4.4% | -2.1% | -2.3% | -3.7% |
| 30D | -1.2% | -3.9% | +2.7% | +0.1% |
| 3M | -13.3% | -0.1% | -13.2% | -13.9% |
| 6M | -19.8% | +16.4% | -36.2% | -26.3% |
| YTD | -7.9% | +17.2% | -25.2% | -16.5% |
| 1Y | +60.2% | +1.0% | +59.2% | +56.7% |
| 3Y | -26.4% | +39.1% | -65.5% | -41.8% |
| 5Y | -42.5% | +29.0% | -71.5% | -52.4% |
| All | -42.5% | +30.0% | -72.5% | -52.4% |
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 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