+117.0%
AXP vs VRSN
+34.9%
+82.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.6% |
| 3M | +4.6% | -0.3% | +4.9% | +4.2% |
| 6M | +5.4% | +23.0% | -17.6% | -4.4% |
| YTD | -11.1% | +21.3% | -32.5% | -19.3% |
| 1Y | -0.3% | +6.7% | -7.0% | -4.3% |
| 3Y | +111.6% | +45.0% | +66.6% | +72.0% |
| All | +117.0% | +34.9% | +82.1% | +81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling