+498.5%
LUV vs VRSN
+6,532.2%
-6,033.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.2% |
| 7D | +0.7% | -1.0% | +1.7% | +0.8% |
| 30D | -13.4% | -1.9% | -11.6% | -13.2% |
| 3M | -9.6% | +1.4% | -11.0% | -10.0% |
| 6M | -8.9% | +19.0% | -27.9% | -11.6% |
| YTD | -5.2% | +19.2% | -24.4% | -8.3% |
| 1Y | +27.0% | +1.7% | +25.4% | +25.8% |
| 3Y | +39.6% | +41.4% | -1.8% | +31.4% |
| 5Y | -14.4% | +31.7% | -46.1% | -19.0% |
| 10Y | +17.3% | +290.3% | -273.0% | -5.1% |
| All | +498.5% | +6,532.2% | -6,033.7% | +162.0% |
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