+293.5%
JCI vs VRSN
+292.3%
+1.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.4% | -2.3% |
| 7D | +3.2% | +1.4% | +1.8% | +2.7% |
| 30D | -8.6% | +3.9% | -12.5% | -9.7% |
| 3M | -7.7% | +9.3% | -17.1% | -10.6% |
| 6M | -2.6% | +6.7% | -9.2% | -5.5% |
| YTD | +17.4% | +30.0% | -12.7% | +4.9% |
| 1Y | +16.9% | +26.0% | -9.1% | +5.7% |
| 3Y | +186.7% | +53.1% | +133.6% | +137.8% |
| 5Y | +95.4% | +35.0% | +60.4% | +66.6% |
| All | +293.5% | +292.3% | +1.2% | +137.8% |
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