+438.6%
PWR vs VRSN
+32.1%
+406.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.5% |
| 7D | -0.2% | -1.5% | +1.3% | +0.1% |
| 30D | -7.7% | +0.7% | -8.5% | -8.0% |
| 3M | -4.9% | +0.6% | -5.5% | -5.5% |
| 6M | +9.7% | +21.7% | -12.0% | +1.6% |
| YTD | +46.7% | +20.0% | +26.7% | +35.6% |
| 1Y | +58.7% | +3.2% | +55.6% | +55.6% |
| 3Y | +200.7% | +42.4% | +158.3% | +151.8% |
| 5Y | +438.6% | +33.0% | +405.6% | +376.0% |
| All | +438.6% | +32.1% | +406.5% | +376.0% |
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