+114.0%
CSCO vs VRSN
+30.0%
+83.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.8% |
| 7D | -0.5% | -2.1% | +1.6% | 0.0% |
| 30D | -10.1% | -3.9% | -6.2% | -9.3% |
| 3M | -11.7% | -0.1% | -11.6% | -12.1% |
| 6M | +40.1% | +16.4% | +23.7% | +32.5% |
| YTD | +43.8% | +17.2% | +26.5% | +35.2% |
| 1Y | +66.6% | +1.0% | +65.6% | +64.5% |
| 3Y | +108.5% | +39.1% | +69.4% | +79.9% |
| 5Y | +114.0% | +29.0% | +85.0% | +88.8% |
| All | +114.0% | +30.0% | +83.9% | +88.8% |
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