+94.2%
ILMN vs VRSN
+55.3%
+38.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.8% |
| 7D | -9.7% | +0.5% | -10.2% | -9.8% |
| 30D | -20.4% | +4.9% | -25.3% | -21.6% |
| 3M | +10.0% | +5.8% | +4.2% | +7.9% |
| 6M | +49.5% | +12.6% | +36.9% | +42.1% |
| YTD | +62.5% | +28.2% | +34.3% | +45.2% |
| 1Y | +76.0% | +30.4% | +45.5% | +55.9% |
| 3Y | +94.2% | +54.6% | +39.6% | +48.4% |
| All | +94.2% | +55.3% | +38.9% | +48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling