+91.1%
EXPE vs VRSN
+30.0%
+61.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.4% | -4.5% | -6.2% |
| 7D | -9.8% | -2.1% | -7.6% | -8.7% |
| 30D | -11.5% | -3.9% | -7.6% | -9.7% |
| 3M | +21.7% | -0.1% | +21.8% | +21.2% |
| 6M | +10.4% | +16.4% | -6.0% | 0.0% |
| YTD | -2.5% | +17.2% | -19.8% | -12.3% |
| 1Y | +27.3% | +1.0% | +26.4% | +24.1% |
| 3Y | +153.5% | +39.1% | +114.4% | +101.8% |
| 5Y | +91.1% | +29.0% | +62.1% | +59.0% |
| All | +91.1% | +30.0% | +61.1% | +59.0% |
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