+261.1%
RCL vs VRSN
+34.5%
+226.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.9% |
| 7D | +6.5% | +0.5% | +6.0% | +6.3% |
| 30D | +15.9% | +4.9% | +11.0% | +13.2% |
| 3M | +2.7% | +5.8% | -3.2% | -0.3% |
| 6M | +15.2% | +12.6% | +2.7% | +7.1% |
| YTD | +19.2% | +28.2% | -9.0% | +1.2% |
| 1Y | +31.6% | +30.4% | +1.2% | +10.6% |
| 3Y | +274.2% | +54.6% | +219.6% | +172.1% |
| All | +261.1% | +34.5% | +226.6% | +150.6% |
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