+1,055.3%
DELL vs VRSN
+32.1%
+1,023.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.0% | -5.5% |
| 7D | -1.9% | -1.5% | -0.4% | -1.6% |
| 30D | +14.9% | +0.7% | +14.2% | +14.6% |
| 3M | +37.2% | +0.6% | +36.7% | +36.6% |
| 6M | +254.0% | +21.7% | +232.2% | +230.4% |
| YTD | +306.1% | +20.0% | +286.1% | +279.4% |
| 1Y | +312.3% | +3.2% | +309.1% | +304.1% |
| 3Y | +654.0% | +42.4% | +611.7% | +547.3% |
| 5Y | +1,055.3% | +33.0% | +1,022.4% | +892.8% |
| All | +1,055.3% | +32.1% | +1,023.3% | +892.8% |
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