+283.9%
RTX vs VRSN
+285.8%
-1.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.2% |
| 7D | -1.6% | -1.0% | -0.6% | -1.3% |
| 30D | -11.6% | -1.9% | -9.7% | -11.1% |
| 3M | +9.2% | +1.4% | +7.8% | +8.0% |
| 6M | -4.4% | +19.0% | -23.5% | -11.5% |
| YTD | +8.9% | +19.2% | -10.3% | +0.4% |
| 1Y | +32.1% | +1.7% | +30.4% | +29.1% |
| 3Y | +151.2% | +41.4% | +109.8% | +110.8% |
| 5Y | +162.9% | +31.7% | +131.2% | +121.5% |
| 10Y | +283.9% | +290.3% | -6.3% | +136.3% |
| All | +283.9% | +285.8% | -1.8% | +136.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling