+10.2%
ORCL vs VRSN
+55.3%
-45.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.9% |
| 7D | -11.2% | +0.5% | -11.6% | -11.2% |
| 30D | -18.8% | +4.9% | -23.7% | -19.1% |
| 3M | -18.8% | +5.8% | -24.6% | -19.1% |
| 6M | -39.7% | +12.6% | -52.3% | -40.3% |
| YTD | -39.6% | +28.2% | -67.9% | -40.8% |
| 1Y | -51.7% | +30.4% | -82.2% | -52.9% |
| 3Y | +10.2% | +54.6% | -44.3% | +0.8% |
| All | +10.2% | +55.3% | -45.0% | +0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling