+40.2%
DUK vs VRSN
+32.1%
+8.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -1.0% |
| 7D | -1.7% | -1.5% | -0.1% | -1.4% |
| 30D | -2.2% | +0.7% | -3.0% | -2.4% |
| 3M | -3.7% | +0.6% | -4.3% | -4.0% |
| 6M | -6.3% | +21.7% | -28.1% | -10.2% |
| YTD | +4.5% | +20.0% | -15.5% | +0.3% |
| 1Y | +1.8% | +3.2% | -1.3% | +0.7% |
| 3Y | +46.8% | +42.4% | +4.4% | +33.5% |
| 5Y | +40.2% | +33.0% | +7.3% | +25.5% |
| All | +40.2% | +32.1% | +8.2% | +25.5% |
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 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