+430.6%
KLAC vs VRSN
+32.1%
+398.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | +2.5% | -1.5% | +4.0% | +2.9% |
| 30D | -11.5% | +0.7% | -12.2% | -11.9% |
| 3M | -16.9% | +0.6% | -17.5% | -18.1% |
| 6M | +22.2% | +21.7% | +0.5% | +8.0% |
| YTD | +46.4% | +20.0% | +26.4% | +28.8% |
| 1Y | +91.0% | +3.2% | +87.8% | +83.7% |
| 3Y | +264.6% | +42.4% | +222.2% | +170.6% |
| 5Y | +430.6% | +33.0% | +397.6% | +324.8% |
| All | +430.6% | +32.1% | +398.5% | +324.8% |
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