+583.2%
SHEL vs VRSN
+6,422.7%
-5,839.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.4% | +5.9% | +2.9% |
| 7D | +1.9% | -2.1% | +4.1% | +2.2% |
| 30D | +8.7% | -3.9% | +12.6% | +9.1% |
| 3M | +11.0% | -0.1% | +11.1% | +10.8% |
| 6M | +14.6% | +16.4% | -1.9% | +12.4% |
| YTD | +33.3% | +17.2% | +16.0% | +30.5% |
| 1Y | +37.9% | +1.0% | +36.9% | +37.0% |
| 3Y | +69.7% | +39.1% | +30.6% | +62.3% |
| 5Y | +190.2% | +29.0% | +161.1% | +177.8% |
| 10Y | +197.0% | +275.8% | -78.8% | +155.3% |
| All | +583.2% | +6,422.7% | -5,839.5% | +263.1% |
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