+154.6%
JPM vs VRSN
+32.1%
+122.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -2.3% | -1.5% | -0.8% | -2.0% |
| 30D | -2.3% | +0.7% | -3.1% | -2.6% |
| 3M | +14.9% | +0.6% | +14.3% | +14.4% |
| 6M | +23.6% | +21.7% | +1.9% | +16.3% |
| YTD | +11.3% | +20.0% | -8.7% | +4.6% |
| 1Y | +19.9% | +3.2% | +16.7% | +18.0% |
| 3Y | +162.6% | +42.4% | +120.2% | +128.7% |
| 5Y | +154.6% | +33.0% | +121.7% | +123.2% |
| All | +154.6% | +32.1% | +122.5% | +123.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling