+52.5%
NDAQ vs VRSN
+30.8%
+21.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.5% | -1.5% |
| 7D | -1.6% | -1.0% | -0.5% | -1.2% |
| 30D | -1.5% | -1.9% | +0.4% | -0.8% |
| 3M | +8.0% | +1.4% | +6.7% | +7.0% |
| 6M | +7.7% | +19.0% | -11.3% | -0.9% |
| YTD | -2.3% | +19.2% | -21.5% | -10.4% |
| 1Y | +0.6% | +1.7% | -1.1% | -1.5% |
| 3Y | +90.9% | +41.4% | +49.5% | +58.3% |
| 5Y | +52.5% | +31.7% | +20.8% | +31.0% |
| All | +52.5% | +30.8% | +21.7% | +31.0% |
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 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