+35.5%
KMB vs VRSN
+291.7%
-256.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | +9.1% | +3.6% | +5.5% | +8.1% |
| 3M | -0.4% | +10.8% | -11.2% | -2.9% |
| 6M | +13.0% | +9.9% | +3.0% | +10.1% |
| YTD | +10.3% | +29.8% | -19.5% | +2.9% |
| 1Y | +8.2% | +26.3% | -18.1% | +1.5% |
| 3Y | +0.4% | +53.5% | -53.1% | -11.6% |
| 5Y | -2.7% | +34.8% | -37.5% | -12.7% |
| All | +35.5% | +291.7% | -256.2% | +1.8% |
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 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