+167.8%
JCI vs VRSN
+38.4%
+129.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.4% |
| 7D | +5.1% | -2.1% | +7.3% | +5.4% |
| 30D | -3.8% | -3.9% | +0.1% | -3.4% |
| 3M | +1.9% | -0.1% | +2.0% | +1.8% |
| 6M | +11.2% | +16.4% | -5.2% | +6.9% |
| YTD | +22.9% | +17.2% | +5.7% | +17.6% |
| 1Y | +37.4% | +1.0% | +36.4% | +38.7% |
| 3Y | +167.8% | +39.1% | +128.7% | +136.0% |
| All | +167.8% | +38.4% | +129.5% | +136.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling