-23.1%
PPG vs VRSN
+33.8%
-56.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | 0.0% |
| 7D | -6.2% | +0.2% | -6.5% | -6.3% |
| 30D | -7.9% | +3.8% | -11.7% | -9.1% |
| 3M | -10.2% | +5.0% | -15.2% | -12.1% |
| 6M | +2.7% | +24.9% | -22.2% | -6.9% |
| YTD | +4.9% | +21.6% | -16.7% | -4.5% |
| 1Y | -3.2% | +2.4% | -5.6% | -5.2% |
| 3Y | -17.0% | +47.3% | -64.3% | -32.4% |
| All | -23.1% | +33.8% | -56.9% | -37.5% |
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