+71.4%
MSFT vs VRSN
+30.0%
+41.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | +0.3% |
| 7D | -1.4% | -2.1% | +0.7% | -0.5% |
| 30D | -1.0% | -3.9% | +2.9% | +0.6% |
| 3M | +20.2% | -0.1% | +20.3% | +19.7% |
| 6M | +21.3% | +16.4% | +4.9% | +11.5% |
| YTD | +2.8% | +17.2% | -14.5% | -6.2% |
| 1Y | 0.0% | +1.0% | -1.0% | -2.0% |
| 3Y | +51.2% | +39.1% | +12.1% | +19.6% |
| 5Y | +71.4% | +29.0% | +42.4% | +45.6% |
| All | +71.4% | +30.0% | +41.4% | +45.6% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling