+1,838.9%
AXP vs VRSN
+7,112.9%
-5,274.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.9% |
| 7D | +0.4% | +2.0% | -1.6% | 0.0% |
| 30D | +7.0% | +6.5% | +0.6% | +5.6% |
| 3M | -6.6% | +6.7% | -13.3% | -8.0% |
| 6M | +3.5% | +13.8% | -10.3% | 0.0% |
| YTD | -11.2% | +29.6% | -40.8% | -16.8% |
| 1Y | -10.2% | +29.5% | -39.6% | -15.9% |
| 3Y | +120.0% | +56.9% | +63.1% | +96.3% |
| 5Y | +95.6% | +36.6% | +59.0% | +79.2% |
| 10Y | +468.1% | +298.3% | +169.8% | +320.0% |
| All | +1,838.9% | +7,112.9% | -5,274.0% | +546.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling