+104.7%
COST vs VRSN
+32.1%
+72.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | -2.5% | -1.5% | -1.0% | -2.0% |
| 30D | -4.4% | +0.7% | -5.2% | -4.8% |
| 3M | -8.1% | +0.6% | -8.6% | -8.6% |
| 6M | -9.2% | +21.7% | -31.0% | -16.5% |
| YTD | +5.1% | +20.0% | -14.9% | -3.0% |
| 1Y | -5.1% | +3.2% | -8.3% | -7.2% |
| 3Y | +70.4% | +42.4% | +28.0% | +41.8% |
| 5Y | +104.7% | +33.0% | +71.7% | +79.3% |
| All | +104.7% | +32.1% | +72.6% | +79.3% |
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