+238.8%
RCL vs VRSN
+30.0%
+208.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +1.3% |
| 7D | -0.5% | -2.1% | +1.7% | +0.5% |
| 30D | -17.3% | -3.9% | -13.4% | -15.9% |
| 3M | -2.8% | -0.1% | -2.6% | -3.5% |
| 6M | -4.4% | +16.4% | -20.8% | -13.6% |
| YTD | -4.2% | +17.2% | -21.4% | -14.7% |
| 1Y | -23.4% | +1.0% | -24.4% | -25.4% |
| 3Y | +179.4% | +39.1% | +140.3% | +116.4% |
| 5Y | +238.8% | +29.0% | +209.7% | +165.7% |
| All | +238.8% | +30.0% | +208.7% | +165.7% |
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