+478.1%
KO vs VRSN
+6,532.2%
-6,054.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.0% |
| 7D | -0.8% | -1.0% | +0.3% | -0.7% |
| 30D | +0.8% | -1.9% | +2.7% | +0.9% |
| 3M | +8.3% | +1.4% | +7.0% | +8.2% |
| 6M | +14.0% | +19.0% | -5.0% | +12.6% |
| YTD | +26.9% | +19.2% | +7.7% | +25.2% |
| 1Y | +32.7% | +1.7% | +31.0% | +32.2% |
| 3Y | +63.9% | +41.4% | +22.5% | +59.5% |
| 5Y | +81.7% | +31.7% | +50.1% | +77.0% |
| 10Y | +183.0% | +290.3% | -107.2% | +159.8% |
| All | +478.1% | +6,532.2% | -6,054.2% | +287.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling