+176.4%
EOG vs VRSN
+30.8%
+145.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.5% | +0.9% |
| 7D | -1.3% | -1.0% | -0.3% | -1.2% |
| 30D | +3.4% | -1.9% | +5.3% | +3.6% |
| 3M | +7.8% | +1.4% | +6.5% | +7.4% |
| 6M | +13.4% | +19.0% | -5.7% | +9.7% |
| YTD | +43.5% | +19.2% | +24.3% | +38.6% |
| 1Y | +29.7% | +1.7% | +28.0% | +29.1% |
| 3Y | +23.2% | +41.4% | -18.3% | +12.9% |
| 5Y | +176.4% | +31.7% | +144.8% | +157.0% |
| All | +176.4% | +30.8% | +145.7% | +157.0% |
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