+13.4%
PG vs VRSN
+33.8%
-20.4%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.4% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | +0.8% | +3.8% | -2.9% | +0.1% |
| 3M | -1.3% | +5.0% | -6.3% | -2.4% |
| 6M | -3.8% | +24.9% | -28.7% | -8.2% |
| YTD | +3.6% | +21.6% | -18.0% | -0.8% |
| 1Y | -5.7% | +2.4% | -8.1% | -6.4% |
| 3Y | +1.6% | +47.3% | -45.8% | -7.7% |
| All | +13.4% | +33.8% | -20.4% | +2.9% |
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