+585.7%
JPM vs VRSN
+293.8%
+291.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -2.3% | -1.5% | -0.8% | -1.8% |
| 30D | -2.3% | +0.7% | -3.1% | -2.7% |
| 3M | +14.9% | +0.6% | +14.3% | +14.0% |
| 6M | +23.6% | +21.7% | +1.9% | +13.7% |
| YTD | +11.3% | +20.0% | -8.7% | +2.3% |
| 1Y | +19.9% | +3.2% | +16.7% | +16.6% |
| 3Y | +162.6% | +42.4% | +120.2% | +120.8% |
| 5Y | +154.6% | +33.0% | +121.7% | +114.6% |
| All | +585.7% | +293.8% | +291.9% | +323.3% |
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