+42.7%
ORCL vs VRSN
+34.7%
+7.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | +8.0% | +1.4% | +6.6% | +7.5% |
| 30D | -4.0% | +3.9% | -7.8% | -5.0% |
| 3M | -19.5% | +9.3% | -28.8% | -21.6% |
| 6M | -33.5% | +6.7% | -40.1% | -35.0% |
| YTD | -34.8% | +30.0% | -64.9% | -40.6% |
| 1Y | -41.6% | +26.0% | -67.6% | -46.3% |
| 3Y | +13.8% | +53.1% | -39.4% | -6.8% |
| All | +42.7% | +34.7% | +7.9% | +23.1% |
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