-51.4%
ILMN vs VRSN
+34.9%
-86.3%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.3% |
| 7D | +1.2% | +0.1% | +1.2% | +1.2% |
| 30D | +9.2% | -0.2% | +9.3% | +9.1% |
| 3M | +29.8% | -0.3% | +30.1% | +29.0% |
| 6M | +69.2% | +23.0% | +46.2% | +46.4% |
| YTD | +66.4% | +21.3% | +45.0% | +45.0% |
| 1Y | +123.4% | +6.7% | +116.7% | +109.7% |
| 3Y | +33.2% | +45.0% | -11.8% | -1.7% |
| All | -51.4% | +34.9% | -86.3% | -63.9% |
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