+21.7%
EIX vs VRSN
+34.6%
-12.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | -19.1% | +0.1% | -19.1% | -19.0% |
| 30D | -16.9% | -0.2% | -16.7% | -16.8% |
| 3M | -20.0% | -0.3% | -19.7% | -20.1% |
| 6M | -21.3% | +23.0% | -44.3% | -25.7% |
| YTD | -1.7% | +21.3% | -23.1% | -7.2% |
| 1Y | +9.6% | +6.7% | +2.8% | +7.2% |
| 3Y | -3.7% | +45.0% | -48.6% | -15.1% |
| All | +21.7% | +34.6% | -12.9% | +5.2% |
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