+343.7%
DIS vs VRSN
+7,034.5%
-6,690.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.2% |
| 7D | +5.2% | +0.5% | +4.8% | +5.2% |
| 30D | +11.5% | +4.9% | +6.5% | +10.4% |
| 3M | +11.5% | +5.8% | +5.7% | +10.2% |
| 6M | +8.9% | +12.6% | -3.7% | +6.1% |
| YTD | +3.4% | +28.2% | -24.8% | -2.1% |
| 1Y | +7.2% | +30.4% | -23.2% | +1.1% |
| 3Y | +43.3% | +54.6% | -11.3% | +30.1% |
| 5Y | -31.4% | +35.1% | -66.5% | -36.3% |
| 10Y | +37.1% | +294.0% | -256.9% | +4.6% |
| All | +343.7% | +7,034.5% | -6,690.8% | +81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling