-4.9%
SHOP vs VRSN
+31.7%
-36.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +7.0% |
| 7D | -9.0% | +3.6% | -12.6% | -9.9% |
| 30D | -4.4% | +8.8% | -13.2% | -6.5% |
| 3M | +24.1% | +6.6% | +17.5% | +21.7% |
| 6M | +20.0% | +16.7% | +3.3% | +12.8% |
| YTD | -4.9% | +32.1% | -37.1% | -16.2% |
| 1Y | -4.9% | +34.1% | -39.0% | -17.6% |
| All | -4.9% | +31.7% | -36.6% | -17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling