+54.3%
PTC vs VRSN
+34.5%
+19.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.8% |
| 7D | -0.2% | +0.5% | -0.7% | -0.5% |
| 30D | +0.8% | +4.9% | -4.2% | -1.7% |
| 3M | +32.1% | +5.8% | +26.3% | +28.3% |
| 6M | +42.6% | +12.6% | +30.1% | +34.0% |
| YTD | +12.0% | +28.2% | -16.3% | -1.9% |
| 1Y | +12.2% | +30.4% | -18.3% | -2.7% |
| 3Y | +31.2% | +54.6% | -23.4% | +1.5% |
| All | +54.3% | +34.5% | +19.8% | +25.6% |
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