+198.3%
PTC vs VRSN
+285.8%
-87.5%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -4.2% |
| 7D | -13.6% | -1.0% | -12.5% | -13.0% |
| 30D | -14.7% | -1.9% | -12.8% | -13.8% |
| 3M | -5.9% | +1.4% | -7.3% | -6.8% |
| 6M | -21.1% | +19.0% | -40.2% | -29.1% |
| YTD | -26.0% | +19.2% | -45.2% | -33.8% |
| 1Y | -36.8% | +1.7% | -38.5% | -38.3% |
| 3Y | -10.3% | +41.4% | -51.7% | -29.4% |
| 5Y | +1.2% | +31.7% | -30.5% | -18.8% |
| 10Y | +198.3% | +290.3% | -92.0% | +29.4% |
| All | +198.3% | +285.8% | -87.5% | +29.4% |
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