+73.4%
MSFT vs VRSN
+34.6%
+38.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.9% |
| 7D | -2.7% | +0.1% | -2.7% | -2.7% |
| 30D | +2.7% | -0.2% | +2.9% | +2.7% |
| 3M | +17.0% | -0.3% | +17.2% | +16.6% |
| 6M | +23.8% | +23.0% | +0.8% | +11.1% |
| YTD | +4.0% | +21.3% | -17.4% | -6.5% |
| 1Y | -0.8% | +6.7% | -7.5% | -5.3% |
| 3Y | +55.6% | +45.0% | +10.6% | +20.7% |
| All | +73.4% | +34.6% | +38.9% | +45.1% |
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