+2,660.6%
AVGO vs VRSN
+292.3%
+2,368.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -4.9% | -4.8% |
| 7D | +18.2% | +1.4% | +16.7% | +17.3% |
| 30D | +0.2% | +3.9% | -3.6% | -1.5% |
| 3M | -16.8% | +9.3% | -26.1% | -20.5% |
| 6M | -16.5% | +6.7% | -23.1% | -20.3% |
| YTD | +0.8% | +30.0% | -29.2% | -14.7% |
| 1Y | +2.8% | +26.0% | -23.2% | -11.7% |
| 3Y | +278.5% | +53.1% | +225.4% | +177.6% |
| 5Y | +573.1% | +35.0% | +538.1% | +425.9% |
| All | +2,660.6% | +292.3% | +2,368.3% | +1,228.6% |
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