+235.2%
INTU vs VRSN
+291.7%
-56.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -4.1% | +0.1% | -4.3% | -4.2% |
| 30D | +12.8% | +3.6% | +9.3% | +9.9% |
| 3M | +2.1% | +10.8% | -8.7% | -5.3% |
| 6M | -11.5% | +9.9% | -21.4% | -18.3% |
| YTD | -47.9% | +29.8% | -77.7% | -58.0% |
| 1Y | -47.7% | +26.3% | -74.0% | -56.9% |
| 3Y | -34.0% | +53.5% | -87.5% | -55.4% |
| 5Y | -43.5% | +34.8% | -78.3% | -57.7% |
| All | +235.2% | +291.7% | -56.4% | +44.6% |
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