-48.2%
CMCSA vs VRSN
+30.8%
-78.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.7% | -8.3% | -7.1% |
| 7D | -8.3% | -1.0% | -7.2% | -8.0% |
| 30D | -2.4% | -1.9% | -0.5% | -1.9% |
| 3M | +4.5% | +1.4% | +3.1% | +3.8% |
| 6M | -18.8% | +19.0% | -37.8% | -23.6% |
| YTD | -8.9% | +19.2% | -28.1% | -14.7% |
| 1Y | -18.3% | +1.7% | -20.0% | -19.2% |
| 3Y | -35.0% | +41.4% | -76.4% | -44.1% |
| 5Y | -48.2% | +31.7% | -79.8% | -56.0% |
| All | -48.2% | +30.8% | -78.9% | -56.0% |
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