+317.2%
PTC vs VRSN
+289.3%
+27.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.9% |
| 7D | +0.8% | -0.8% | +1.6% | +1.2% |
| 30D | +0.7% | +0.7% | 0.0% | +0.2% |
| 3M | +32.6% | +4.1% | +28.5% | +29.5% |
| 6M | +33.6% | +6.7% | +26.9% | +28.2% |
| YTD | +12.4% | +27.1% | -14.6% | -3.0% |
| 1Y | +11.2% | +28.0% | -16.8% | -4.5% |
| 3Y | +31.7% | +52.6% | -20.9% | -0.7% |
| 5Y | +60.1% | +33.3% | +26.8% | +28.2% |
| 10Y | +317.2% | +279.5% | +37.7% | +80.3% |
| All | +317.2% | +289.3% | +27.9% | +80.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling