+37.2%
DIS vs VRSN
+53.7%
-16.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | +1.9% | +1.4% | +0.5% | +1.7% |
| 30D | +9.2% | +3.9% | +5.3% | +8.5% |
| 3M | +13.5% | +9.3% | +4.2% | +11.8% |
| 6M | +14.3% | +6.7% | +7.6% | +12.7% |
| YTD | +5.4% | +30.0% | -24.7% | -0.3% |
| 1Y | +12.2% | +26.0% | -13.8% | +7.0% |
| 3Y | +37.2% | +53.1% | -15.9% | +20.5% |
| All | +37.2% | +53.7% | -16.5% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling