+554.9%
JCI vs VRSN
+6,651.0%
-6,096.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +3.8% | +0.1% | +3.8% | +3.8% |
| 30D | -5.7% | -0.2% | -5.5% | -5.7% |
| 3M | -1.4% | -0.3% | -1.1% | -1.8% |
| 6M | +4.1% | +23.0% | -18.8% | -1.4% |
| YTD | +21.7% | +21.3% | +0.4% | +15.2% |
| 1Y | +36.1% | +6.7% | +29.4% | +32.3% |
| 3Y | +154.4% | +45.0% | +109.5% | +130.1% |
| 5Y | +112.0% | +35.0% | +77.0% | +93.8% |
| 10Y | +322.2% | +276.3% | +45.9% | +204.8% |
| All | +554.9% | +6,651.0% | -6,096.1% | +111.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling