+176.2%
SAP vs VRSN
+274.2%
-98.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.1% |
| 7D | -0.3% | -2.1% | +1.9% | +0.8% |
| 30D | +2.6% | -3.9% | +6.5% | +4.4% |
| 3M | +16.3% | -0.1% | +16.4% | +16.2% |
| 6M | +6.4% | +16.4% | -10.0% | -1.9% |
| YTD | -11.4% | +17.2% | -28.7% | -18.7% |
| 1Y | -20.4% | +1.0% | -21.4% | -21.8% |
| 3Y | +56.5% | +39.1% | +17.4% | +28.8% |
| 5Y | +56.8% | +29.0% | +27.8% | +31.0% |
| 10Y | +176.2% | +275.8% | -99.6% | +51.3% |
| All | +176.2% | +274.2% | -98.0% | +51.3% |
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