-32.6%
OKTA vs VRSN
+32.1%
-64.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.4% |
| 7D | +0.4% | -1.5% | +1.9% | +1.5% |
| 30D | +13.8% | +0.7% | +13.1% | +13.1% |
| 3M | +48.9% | +0.6% | +48.3% | +47.0% |
| 6M | +114.9% | +21.7% | +93.2% | +80.7% |
| YTD | +97.9% | +20.0% | +77.9% | +66.8% |
| 1Y | +89.7% | +3.2% | +86.5% | +80.7% |
| 3Y | +95.8% | +42.4% | +53.4% | +32.4% |
| 5Y | -32.6% | +33.0% | -65.6% | -51.1% |
| All | -32.6% | +32.1% | -64.7% | -51.1% |
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