-11.2%
AXP vs VRSN
+29.4%
-40.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.2% |
| 7D | +0.6% | +0.5% | +0.1% | +0.6% |
| 30D | +5.8% | +4.9% | +0.9% | +5.9% |
| 3M | -6.0% | +5.8% | -11.8% | -5.9% |
| 6M | +0.3% | +12.6% | -12.3% | +0.3% |
| YTD | -12.3% | +28.2% | -40.5% | -14.7% |
| 1Y | -11.2% | +30.4% | -41.7% | -14.3% |
| All | -11.2% | +29.4% | -40.6% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling