-24.5%
KVUE vs VRSN
+34.0%
-58.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.3% |
| 7D | -5.1% | +0.2% | -5.3% | -5.2% |
| 30D | -6.3% | +3.8% | -10.1% | -7.0% |
| 3M | -0.5% | +5.0% | -5.5% | -1.7% |
| 6M | +3.1% | +24.9% | -21.8% | -2.3% |
| YTD | +6.7% | +21.6% | -14.9% | +1.5% |
| 1Y | -1.1% | +2.4% | -3.6% | -2.1% |
| 3Y | -8.7% | +47.3% | -56.1% | -17.7% |
| All | -24.5% | +34.0% | -58.5% | -30.7% |
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