+340.5%
JCI vs VRSN
+299.1%
+41.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +1.8% |
| 7D | +0.7% | +0.2% | +0.5% | +0.6% |
| 30D | -4.4% | +3.8% | -8.2% | -5.7% |
| 3M | +1.7% | +5.0% | -3.3% | -0.6% |
| 6M | +8.8% | +24.9% | -16.1% | -0.5% |
| YTD | +22.6% | +21.6% | +1.0% | +12.3% |
| 1Y | +36.2% | +2.4% | +33.8% | +32.9% |
| 3Y | +168.0% | +47.3% | +120.7% | +125.4% |
| 5Y | +113.5% | +34.7% | +78.7% | +82.5% |
| All | +340.5% | +299.1% | +41.4% | +186.3% |
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