+91.4%
ORCL vs VRSN
+34.9%
+56.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.2% |
| 7D | +5.3% | +0.1% | +5.2% | +5.3% |
| 30D | +10.0% | -0.2% | +10.1% | +10.0% |
| 3M | -32.6% | -0.3% | -32.3% | -32.7% |
| 6M | +4.9% | +23.0% | -18.0% | -2.3% |
| YTD | -17.8% | +21.3% | -39.1% | -23.4% |
| 1Y | -28.0% | +6.7% | -34.7% | -30.1% |
| 3Y | +36.0% | +45.0% | -8.9% | +13.5% |
| All | +91.4% | +34.9% | +56.5% | +66.8% |
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 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