+167.1%
RTX vs VRSN
+30.0%
+137.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.2% |
| 7D | -3.1% | -2.1% | -1.0% | -2.6% |
| 30D | -10.6% | -3.9% | -6.6% | -9.8% |
| 3M | +11.6% | -0.1% | +11.8% | +11.3% |
| 6M | -4.5% | +16.4% | -20.9% | -8.9% |
| YTD | +9.6% | +17.2% | -7.7% | +4.1% |
| 1Y | +30.8% | +1.0% | +29.8% | +29.4% |
| 3Y | +152.8% | +39.1% | +113.7% | +123.7% |
| 5Y | +167.1% | +29.0% | +138.1% | +137.8% |
| All | +167.1% | +30.0% | +137.1% | +137.8% |
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