+489.7%
HPE vs VRSN
+293.8%
+195.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.7% | -6.9% | -6.5% |
| 7D | +1.4% | -1.5% | +3.0% | +1.9% |
| 30D | +1.5% | +0.7% | +0.8% | +1.1% |
| 3M | +21.7% | +0.6% | +21.2% | +20.5% |
| 6M | +164.2% | +21.7% | +142.4% | +142.0% |
| YTD | +132.1% | +20.0% | +112.0% | +112.6% |
| 1Y | +130.6% | +3.2% | +127.5% | +123.8% |
| 3Y | +244.1% | +42.4% | +201.7% | +187.1% |
| 5Y | +340.8% | +33.0% | +307.8% | +269.5% |
| All | +489.7% | +293.8% | +195.9% | +238.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling