+237.9%
INTU vs VRSN
+285.2%
-47.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.1% | -0.6% |
| 7D | -1.2% | -0.9% | -0.4% | -0.6% |
| 30D | +12.4% | +2.4% | +10.0% | +10.4% |
| 3M | +2.3% | +6.4% | -4.1% | -2.3% |
| 6M | -13.3% | +8.6% | -21.9% | -19.2% |
| YTD | -47.9% | +29.3% | -77.1% | -57.8% |
| 1Y | -47.2% | +27.2% | -74.3% | -56.7% |
| 3Y | -33.9% | +52.8% | -86.7% | -55.3% |
| 5Y | -41.3% | +36.7% | -78.1% | -56.5% |
| 10Y | +237.9% | +290.8% | -52.9% | +46.9% |
| All | +237.9% | +285.2% | -47.3% | +46.9% |
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 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