+1,754.1%
SCHW vs VRSN
+6,576.4%
-4,822.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | +0.1% | +0.5% |
| 7D | -2.8% | -1.5% | -1.2% | -2.3% |
| 30D | -0.1% | +0.7% | -0.8% | -0.4% |
| 3M | +20.6% | +0.6% | +20.0% | +19.8% |
| 6M | +15.9% | +21.7% | -5.8% | +7.8% |
| YTD | +8.5% | +20.0% | -11.5% | +1.0% |
| 1Y | +17.8% | +3.2% | +14.7% | +15.0% |
| 3Y | +88.5% | +42.4% | +46.2% | +63.2% |
| 5Y | +60.6% | +33.0% | +27.7% | +40.5% |
| 10Y | +298.0% | +292.9% | +5.2% | +139.2% |
| All | +1,754.1% | +6,576.4% | -4,822.3% | +192.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling