+46.3%
PPL vs VRSN
+37.7%
+8.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.1% |
| 7D | -1.0% | -1.2% | +0.3% | -0.7% |
| 30D | +3.0% | +3.8% | -0.7% | +2.2% |
| 3M | +1.1% | +9.5% | -8.4% | -0.9% |
| 6M | -0.8% | +10.3% | -11.0% | -3.2% |
| YTD | +3.5% | +30.5% | -27.0% | -3.5% |
| 1Y | -0.9% | +27.9% | -28.8% | -7.1% |
| 3Y | +54.2% | +54.3% | -0.1% | +35.3% |
| 5Y | +46.3% | +37.2% | +9.1% | +25.1% |
| All | +46.3% | +37.7% | +8.6% | +25.1% |
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