+278.5%
AVGO vs VRSN
+53.7%
+224.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -4.9% | -4.8% |
| 7D | +18.2% | +1.4% | +16.7% | +18.2% |
| 30D | +0.2% | +3.9% | -3.6% | +0.3% |
| 3M | -16.8% | +9.3% | -26.1% | -16.5% |
| 6M | -16.5% | +6.7% | -23.1% | -16.0% |
| YTD | +0.8% | +30.0% | -29.2% | +0.9% |
| 1Y | +2.8% | +26.0% | -23.2% | +3.3% |
| 3Y | +278.5% | +53.1% | +225.4% | +263.2% |
| All | +278.5% | +53.7% | +224.9% | +263.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling