+2,662.4%
DELL vs VRSN
+292.3%
+2,370.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.4% | -7.2% |
| 7D | +4.9% | +1.4% | +3.5% | +4.3% |
| 30D | -32.1% | +3.9% | -35.9% | -33.1% |
| 3M | -30.2% | +9.3% | -39.6% | -32.7% |
| 6M | +41.7% | +6.7% | +35.1% | +36.2% |
| YTD | +176.6% | +30.0% | +146.5% | +141.5% |
| 1Y | +159.9% | +26.0% | +133.9% | +130.2% |
| 3Y | +388.0% | +53.1% | +334.8% | +281.4% |
| 5Y | +578.2% | +35.0% | +543.2% | +452.1% |
| All | +2,662.4% | +292.3% | +2,370.0% | +1,236.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling