+550.6%
ROKU vs VRSN
+179.2%
+371.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.8% |
| 7D | -3.0% | -1.0% | -2.0% | -2.4% |
| 30D | +0.7% | -1.9% | +2.6% | +1.7% |
| 3M | +26.5% | +1.4% | +25.1% | +23.4% |
| 6M | +52.6% | +19.0% | +33.6% | +29.0% |
| YTD | +40.9% | +19.2% | +21.7% | +17.8% |
| 1Y | +57.6% | +1.7% | +56.0% | +49.2% |
| 3Y | +83.2% | +41.4% | +41.7% | +27.9% |
| 5Y | -54.8% | +31.7% | -86.5% | -66.9% |
| All | +550.6% | +179.2% | +371.4% | +196.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling