+44.9%
AMZN vs VRSN
+30.8%
+14.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.7% |
| 7D | -1.0% | -1.0% | 0.0% | -0.5% |
| 30D | -9.2% | -1.9% | -7.3% | -8.5% |
| 3M | +3.4% | +1.4% | +2.0% | +1.9% |
| 6M | +18.2% | +19.0% | -0.8% | +4.8% |
| YTD | +9.3% | +19.2% | -9.9% | -3.5% |
| 1Y | +5.9% | +1.7% | +4.3% | +2.7% |
| 3Y | +82.6% | +41.4% | +41.2% | +36.3% |
| 5Y | +44.9% | +31.7% | +13.2% | +14.9% |
| All | +44.9% | +30.8% | +14.1% | +14.9% |
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