+251.6%
ORCL vs VRSN
+289.3%
-37.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.6% |
| 7D | +0.5% | -0.8% | +1.3% | +0.9% |
| 30D | -15.3% | +0.7% | -16.0% | -15.5% |
| 3M | -18.2% | +4.1% | -22.4% | -19.7% |
| 6M | -38.4% | +6.7% | -45.1% | -40.6% |
| YTD | -37.7% | +27.1% | -64.8% | -44.8% |
| 1Y | -49.3% | +28.0% | -77.2% | -55.4% |
| 3Y | +10.6% | +52.6% | -42.0% | -13.7% |
| 5Y | +35.5% | +33.3% | +2.2% | +11.3% |
| 10Y | +251.6% | +279.5% | -27.9% | +74.7% |
| All | +251.6% | +289.3% | -37.7% | +74.7% |
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