+89.6%
AXP vs VRSN
+34.5%
+55.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.8% |
| 7D | +0.6% | +0.5% | +0.1% | +0.4% |
| 30D | +5.8% | +4.9% | +0.9% | +4.1% |
| 3M | -6.0% | +5.8% | -11.8% | -8.0% |
| 6M | +0.3% | +12.6% | -12.3% | -5.0% |
| YTD | -12.3% | +28.2% | -40.5% | -22.0% |
| 1Y | -11.2% | +30.4% | -41.7% | -21.8% |
| 3Y | +117.0% | +54.6% | +62.4% | +71.4% |
| All | +89.6% | +34.5% | +55.0% | +44.9% |
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