+11.2%
QCOM vs VRSN
+34.5%
-23.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +6.0% |
| 7D | +0.4% | +0.5% | -0.1% | +0.3% |
| 30D | -6.6% | +4.9% | -11.5% | -8.5% |
| 3M | +3.7% | +5.8% | -2.1% | +1.0% |
| 6M | -13.3% | +12.6% | -25.9% | -18.8% |
| YTD | -1.8% | +28.2% | -30.0% | -15.4% |
| 1Y | -2.5% | +30.4% | -32.9% | -17.1% |
| 3Y | +47.0% | +54.6% | -7.6% | +7.3% |
| All | +11.2% | +34.5% | -23.4% | -11.4% |
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 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