+111.1%
AXP vs VRSN
+44.8%
+66.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -6.5% | -0.2% | -6.4% | -6.5% |
| 3M | +4.6% | -0.3% | +4.9% | +4.7% |
| 6M | +5.4% | +23.0% | -17.6% | -0.8% |
| YTD | -11.1% | +21.3% | -32.5% | -16.3% |
| 1Y | -0.3% | +6.7% | -7.0% | -2.3% |
| All | +111.1% | +44.8% | +66.2% | +82.5% |
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 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