+115.2%
PCAR vs VRSN
+34.7%
+80.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +4.9% | +1.4% | +3.5% | +4.6% |
| 30D | -1.4% | +3.9% | -5.3% | -2.3% |
| 3M | -18.1% | +9.3% | -27.5% | -19.9% |
| 6M | -4.0% | +6.7% | -10.7% | -5.9% |
| YTD | -1.5% | +30.0% | -31.5% | -9.0% |
| 1Y | +13.2% | +26.0% | -12.8% | +5.5% |
| 3Y | +35.8% | +53.1% | -17.3% | +16.7% |
| All | +115.2% | +34.7% | +80.5% | +76.9% |
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