+1,525.1%
JBL vs VRSN
+299.1%
+1,226.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.3% | +3.7% | +4.5% |
| 7D | +2.4% | +0.2% | +2.2% | +2.3% |
| 30D | -13.1% | +3.8% | -16.9% | -14.6% |
| 3M | -15.6% | +5.0% | -20.6% | -18.4% |
| 6M | +24.6% | +24.9% | -0.3% | +9.6% |
| YTD | +39.6% | +21.6% | +18.0% | +23.3% |
| 1Y | +48.6% | +2.4% | +46.2% | +42.7% |
| 3Y | +197.3% | +47.3% | +149.9% | +127.8% |
| 5Y | +413.0% | +34.7% | +378.2% | +305.2% |
| All | +1,525.1% | +299.1% | +1,226.0% | +750.8% |
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