+112.0%
IBM vs VRSN
+30.0%
+82.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.3% |
| 7D | +0.3% | -2.1% | +2.4% | +0.8% |
| 30D | -1.5% | -3.9% | +2.4% | -0.5% |
| 3M | -16.8% | -0.1% | -16.6% | -16.9% |
| 6M | -9.0% | +16.4% | -25.4% | -13.0% |
| YTD | -20.1% | +17.2% | -37.3% | -23.9% |
| 1Y | -7.0% | +1.0% | -8.0% | -8.3% |
| 3Y | +72.4% | +39.1% | +33.3% | +55.4% |
| 5Y | +112.0% | +29.0% | +83.0% | +91.2% |
| All | +112.0% | +30.0% | +82.0% | +91.2% |
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