+407.0%
AXP vs VRSN
+292.3%
+114.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -0.1% | +1.4% | -1.5% | -0.8% |
| 30D | +4.4% | +3.9% | +0.6% | +2.6% |
| 3M | -6.4% | +9.3% | -15.7% | -10.4% |
| 6M | +4.2% | +6.7% | -2.5% | -0.2% |
| YTD | -12.4% | +30.0% | -42.4% | -24.8% |
| 1Y | -11.1% | +26.0% | -37.1% | -22.6% |
| 3Y | +114.9% | +53.1% | +61.7% | +64.4% |
| 5Y | +87.4% | +35.0% | +52.4% | +50.1% |
| All | +407.0% | +292.3% | +114.7% | +155.5% |
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