+30.9%
QCOM vs VRSN
+34.9%
-4.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.3% |
| 7D | +3.3% | +0.1% | +3.3% | +3.3% |
| 30D | +7.7% | -0.2% | +7.9% | +7.6% |
| 3M | -30.1% | -0.3% | -29.8% | -30.6% |
| 6M | +22.8% | +23.0% | -0.1% | +8.2% |
| YTD | +0.2% | +21.3% | -21.2% | -11.6% |
| 1Y | +7.9% | +6.7% | +1.1% | +2.1% |
| 3Y | +55.8% | +45.0% | +10.9% | +16.8% |
| All | +30.9% | +34.9% | -4.1% | +5.0% |
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