+370.2%
HPE vs VRSN
+31.2%
+339.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +4.7% |
| 7D | +13.6% | -1.0% | +14.7% | +13.9% |
| 30D | +7.7% | -1.9% | +9.6% | +8.1% |
| 3M | +22.4% | +1.4% | +21.0% | +21.4% |
| 6M | +172.6% | +19.0% | +153.5% | +156.7% |
| YTD | +147.5% | +19.2% | +128.3% | +132.1% |
| 1Y | +151.8% | +1.7% | +150.1% | +148.2% |
| 3Y | +267.1% | +41.4% | +225.6% | +217.9% |
| All | +370.2% | +31.2% | +339.0% | +298.5% |
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