+263.7%
QCOM vs VRSN
+274.2%
-10.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.4% | +6.6% | +5.0% |
| 7D | +5.1% | -2.1% | +7.2% | +6.1% |
| 30D | +4.3% | -3.9% | +8.2% | +6.2% |
| 3M | -19.6% | -0.1% | -19.5% | -20.8% |
| 6M | +29.5% | +16.4% | +13.1% | +15.5% |
| YTD | +3.4% | +17.2% | -13.9% | -8.8% |
| 1Y | +10.9% | +1.0% | +9.9% | +6.5% |
| 3Y | +74.8% | +39.1% | +35.7% | +33.0% |
| 5Y | +36.2% | +29.0% | +7.2% | +8.0% |
| 10Y | +263.7% | +275.8% | -12.1% | +84.8% |
| All | +263.7% | +274.2% | -10.5% | +84.8% |
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