+36.6%
DIS vs VRSN
+289.3%
-252.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.4% |
| 7D | +5.3% | -0.8% | +6.1% | +5.7% |
| 30D | +10.2% | +0.7% | +9.6% | +9.9% |
| 3M | +13.5% | +4.1% | +9.4% | +11.5% |
| 6M | +11.1% | +6.7% | +4.4% | +7.5% |
| YTD | +5.5% | +27.1% | -21.6% | -5.9% |
| 1Y | +9.1% | +28.0% | -18.8% | -3.1% |
| 3Y | +36.0% | +52.6% | -16.6% | +9.5% |
| 5Y | -29.8% | +33.3% | -63.2% | -41.2% |
| 10Y | +36.6% | +279.5% | -242.9% | -13.2% |
| All | +36.6% | +289.3% | -252.7% | -13.2% |
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