+67.9%
MSFT vs VRSN
+36.4%
+31.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.9% |
| 7D | +2.3% | -0.9% | +3.2% | +2.7% |
| 30D | -0.4% | +2.4% | -2.8% | -1.4% |
| 3M | +5.6% | +6.4% | -0.8% | +2.7% |
| 6M | +29.0% | +8.6% | +20.4% | +23.5% |
| YTD | +10.9% | +29.3% | -18.3% | -2.9% |
| 1Y | +6.2% | +27.2% | -21.0% | -6.4% |
| 3Y | +47.6% | +52.8% | -5.2% | +12.4% |
| 5Y | +67.9% | +36.7% | +31.2% | +38.3% |
| All | +67.9% | +36.4% | +31.5% | +38.3% |
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