+86.1%
AXP vs VRSN
+34.7%
+51.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -0.1% | +1.4% | -1.5% | -0.6% |
| 30D | +4.4% | +3.9% | +0.6% | +3.1% |
| 3M | -6.4% | +9.3% | -15.7% | -9.4% |
| 6M | +4.2% | +6.7% | -2.5% | +1.1% |
| YTD | -12.4% | +30.0% | -42.4% | -22.5% |
| 1Y | -11.1% | +26.0% | -37.1% | -20.3% |
| 3Y | +114.9% | +53.1% | +61.7% | +71.0% |
| All | +86.1% | +34.7% | +51.4% | +48.2% |
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