+173.5%
RTX vs VRSN
+42.7%
+130.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | -2.0% | -1.5% | -0.4% | -1.8% |
| 30D | -11.2% | +0.7% | -11.9% | -11.3% |
| 3M | +12.0% | +0.6% | +11.5% | +11.8% |
| 6M | -3.6% | +21.7% | -25.3% | -6.6% |
| YTD | +9.2% | +20.0% | -10.8% | +5.9% |
| 1Y | +29.7% | +3.2% | +26.6% | +29.1% |
| All | +173.5% | +42.7% | +130.8% | +153.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling