-35.9%
DOW vs VRSN
+30.8%
-66.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.0% |
| 7D | -6.0% | -1.0% | -5.0% | -5.8% |
| 30D | -2.7% | -1.9% | -0.8% | -2.4% |
| 3M | -10.5% | +1.4% | -11.8% | -11.1% |
| 6M | -12.4% | +19.0% | -31.5% | -17.6% |
| YTD | +30.0% | +19.2% | +10.8% | +22.0% |
| 1Y | +27.8% | +1.7% | +26.1% | +26.2% |
| 3Y | -34.9% | +41.4% | -76.4% | -42.7% |
| 5Y | -35.9% | +31.7% | -67.5% | -44.2% |
| All | -35.9% | +30.8% | -66.6% | -44.2% |
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 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