+21.2%
DIS vs VRSN
+274.2%
-253.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | +1.0% |
| 7D | -1.1% | -2.1% | +1.0% | -0.3% |
| 30D | +0.1% | -3.9% | +4.1% | +1.6% |
| 3M | +7.1% | -0.1% | +7.2% | +6.6% |
| 6M | +4.3% | +16.4% | -12.1% | -3.0% |
| YTD | -6.9% | +17.2% | -24.2% | -14.2% |
| 1Y | -10.3% | +1.0% | -11.3% | -12.2% |
| 3Y | +32.8% | +39.1% | -6.3% | +11.1% |
| 5Y | -41.5% | +29.0% | -70.5% | -50.3% |
| 10Y | +21.2% | +275.8% | -254.6% | -22.5% |
| All | +21.2% | +274.2% | -253.0% | -22.5% |
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