+147.3%
RTX vs VRSN
+36.4%
+110.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.6% |
| 7D | -1.7% | -0.9% | -0.9% | -1.5% |
| 30D | +7.7% | +2.4% | +5.3% | +7.1% |
| 3M | -10.3% | +6.4% | -16.7% | -11.7% |
| 6M | +14.6% | +8.6% | +6.0% | +11.9% |
| YTD | +10.4% | +29.3% | -18.9% | +2.4% |
| 1Y | +13.5% | +27.2% | -13.7% | +5.7% |
| 3Y | +158.6% | +52.8% | +105.8% | +123.6% |
| 5Y | +147.3% | +36.7% | +110.5% | +107.3% |
| All | +147.3% | +36.4% | +110.8% | +107.3% |
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 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