+2,761.7%
AVGO vs VRSN
+293.8%
+2,467.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.3% |
| 7D | +1.0% | -1.5% | +2.6% | +1.7% |
| 30D | -13.3% | +0.7% | -14.0% | -13.8% |
| 3M | -2.9% | +0.6% | -3.4% | -4.3% |
| 6M | +5.7% | +21.7% | -16.0% | -6.6% |
| YTD | +4.6% | +20.0% | -15.4% | -7.8% |
| 1Y | -1.6% | +3.2% | -4.8% | -6.4% |
| 3Y | +336.2% | +42.4% | +293.8% | +231.8% |
| 5Y | +695.6% | +33.0% | +662.7% | +521.8% |
| All | +2,761.7% | +293.8% | +2,467.9% | +1,435.1% |
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