+35.6%
PEG vs VRSN
+30.8%
+4.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.6% |
| 7D | -0.1% | -1.0% | +1.0% | +0.1% |
| 30D | -1.7% | -1.9% | +0.2% | -1.5% |
| 3M | -6.8% | +1.4% | -8.2% | -7.2% |
| 6M | -11.4% | +19.0% | -30.4% | -14.7% |
| YTD | -7.2% | +19.2% | -26.4% | -10.9% |
| 1Y | -6.1% | +1.7% | -7.8% | -6.7% |
| 3Y | +31.8% | +41.4% | -9.7% | +19.6% |
| 5Y | +35.6% | +31.7% | +3.9% | +20.8% |
| All | +35.6% | +30.8% | +4.9% | +20.8% |
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