-31.9%
DIS vs VRSN
+34.5%
-66.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | 0.0% |
| 7D | +5.2% | +0.5% | +4.8% | +5.1% |
| 30D | +11.5% | +4.9% | +6.5% | +9.6% |
| 3M | +11.5% | +5.8% | +5.7% | +9.1% |
| 6M | +8.9% | +12.6% | -3.7% | +3.5% |
| YTD | +3.4% | +28.2% | -24.8% | -7.6% |
| 1Y | +7.2% | +30.4% | -23.2% | -5.0% |
| 3Y | +43.3% | +54.6% | -11.3% | +13.7% |
| All | -31.9% | +34.5% | -66.5% | -46.8% |
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