+222.9%
SAP vs VRSN
+289.3%
-66.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +2.1% |
| 7D | +1.6% | -0.8% | +2.5% | +2.0% |
| 30D | +10.5% | +0.7% | +9.8% | +10.1% |
| 3M | +15.2% | +4.1% | +11.0% | +12.6% |
| 6M | +36.7% | +6.7% | +30.0% | +31.8% |
| YTD | -0.6% | +27.1% | -27.6% | -12.4% |
| 1Y | -4.1% | +28.0% | -32.1% | -16.0% |
| 3Y | +73.2% | +52.6% | +20.6% | +36.2% |
| 5Y | +74.1% | +33.3% | +40.8% | +43.4% |
| 10Y | +222.9% | +279.5% | -56.6% | +75.9% |
| All | +222.9% | +289.3% | -66.4% | +75.9% |
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