+243.8%
HPQ vs VRSN
+299.1%
-55.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.3% | +7.1% | +7.8% |
| 7D | +9.8% | +0.2% | +9.5% | +9.8% |
| 30D | +22.4% | +3.8% | +18.6% | +20.4% |
| 3M | +45.2% | +5.0% | +40.1% | +41.7% |
| 6M | +96.4% | +24.9% | +71.6% | +76.4% |
| YTD | +65.4% | +21.6% | +43.8% | +49.7% |
| 1Y | +31.6% | +2.4% | +29.2% | +28.6% |
| 3Y | +37.0% | +47.3% | -10.3% | +9.9% |
| 5Y | +53.0% | +34.7% | +18.3% | +25.6% |
| All | +243.8% | +299.1% | -55.2% | +90.8% |
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