-61.6%
ALB vs VRSN
+34.1%
-95.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | +9.5% | -0.8% | +10.3% | +9.7% |
| 30D | -2.1% | +0.7% | -2.8% | -2.5% |
| 3M | -24.1% | +4.1% | -28.3% | -25.5% |
| 6M | -51.0% | +6.7% | -57.7% | -52.7% |
| YTD | -29.3% | +27.1% | -56.4% | -37.6% |
| 1Y | +3.2% | +28.0% | -24.8% | -9.3% |
| 3Y | -9.3% | +52.6% | -61.9% | -30.5% |
| 5Y | -61.6% | +33.3% | -94.9% | -68.9% |
| All | -61.6% | +34.1% | -95.7% | -68.9% |
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