-10.2%
AMCR vs VRSN
+32.1%
-42.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -5.0% | -1.5% | -3.4% | -4.6% |
| 30D | -8.0% | +0.7% | -8.7% | -8.2% |
| 3M | +14.3% | +0.6% | +13.7% | +13.7% |
| 6M | +5.3% | +21.7% | -16.4% | -0.9% |
| YTD | +7.7% | +20.0% | -12.3% | +1.4% |
| 1Y | +10.8% | +3.2% | +7.7% | +9.2% |
| 3Y | +9.6% | +42.4% | -32.8% | -5.0% |
| 5Y | -10.2% | +33.0% | -43.2% | -23.7% |
| All | -10.2% | +32.1% | -42.3% | -23.7% |
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