+1,321.9%
AMAT vs VRSN
+292.3%
+1,029.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +11.4% | +1.4% | +9.9% | +10.4% |
| 30D | -17.0% | +3.9% | -20.9% | -18.8% |
| 3M | -30.6% | +9.3% | -39.9% | -34.6% |
| 6M | -14.9% | +6.7% | -21.6% | -21.0% |
| YTD | +44.7% | +30.0% | +14.6% | +14.2% |
| 1Y | +66.9% | +26.0% | +40.9% | +34.5% |
| 3Y | +153.3% | +53.1% | +100.2% | +66.4% |
| 5Y | +146.2% | +35.0% | +111.2% | +76.7% |
| All | +1,321.9% | +292.3% | +1,029.6% | +378.5% |
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