+424.9%
AXP vs VRSN
+296.1%
+128.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.5% |
| 7D | -2.9% | -1.2% | -1.6% | -2.3% |
| 30D | +3.7% | +3.8% | 0.0% | +2.0% |
| 3M | -4.9% | +9.5% | -14.4% | -9.0% |
| 6M | +4.1% | +10.3% | -6.2% | -1.9% |
| YTD | -11.7% | +30.5% | -42.2% | -24.3% |
| 1Y | -11.7% | +27.9% | -39.6% | -23.6% |
| 3Y | +116.5% | +54.3% | +62.2% | +65.3% |
| 5Y | +89.5% | +37.2% | +52.3% | +50.7% |
| 10Y | +424.9% | +293.1% | +131.8% | +176.4% |
| All | +424.9% | +296.1% | +128.8% | +176.4% |
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