+14.0%
JPM vs VRSN
+26.4%
-12.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +3.5% | +1.4% | +2.1% | +3.5% |
| 30D | +3.3% | +3.9% | -0.6% | +3.4% |
| 3M | -4.2% | +9.3% | -13.5% | -3.8% |
| 6M | +16.4% | +6.7% | +9.7% | +17.2% |
| YTD | +9.5% | +30.0% | -20.5% | +8.2% |
| 1Y | +14.0% | +26.0% | -12.0% | +14.1% |
| All | +14.0% | +26.4% | -12.3% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling