+608.2%
OKTA vs VRSN
+241.6%
+366.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.7% |
| 7D | -2.4% | +0.2% | -2.6% | -2.6% |
| 30D | +13.0% | +3.8% | +9.3% | +9.6% |
| 3M | +41.7% | +5.0% | +36.7% | +34.9% |
| 6M | +105.9% | +24.9% | +81.1% | +68.3% |
| YTD | +92.6% | +21.6% | +70.9% | +59.3% |
| 1Y | +81.1% | +2.4% | +78.6% | +72.1% |
| 3Y | +84.8% | +47.3% | +37.5% | +22.6% |
| 5Y | -34.4% | +34.7% | -69.2% | -52.3% |
| All | +608.2% | +241.6% | +366.6% | +200.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling