+465.0%
JPM vs VRSN
+292.3%
+172.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +3.5% | +1.4% | +2.1% | +3.0% |
| 30D | +3.3% | +3.9% | -0.6% | +1.9% |
| 3M | -4.2% | +9.3% | -13.5% | -7.2% |
| 6M | +16.4% | +6.7% | +9.7% | +12.9% |
| YTD | +9.5% | +30.0% | -20.5% | -2.3% |
| 1Y | +14.0% | +26.0% | -12.0% | +3.0% |
| 3Y | +153.1% | +53.1% | +99.9% | +107.0% |
| 5Y | +134.9% | +35.0% | +99.9% | +97.8% |
| All | +465.0% | +292.3% | +172.6% | +217.2% |
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