+2,989.4%
SHOP vs VRSN
+285.8%
+2,703.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.7% | -7.1% | -7.0% |
| 7D | -10.6% | -1.0% | -9.6% | -9.7% |
| 30D | -18.3% | -1.9% | -16.4% | -16.8% |
| 3M | +14.8% | +1.4% | +13.5% | +11.8% |
| 6M | -5.0% | +19.0% | -24.1% | -22.1% |
| YTD | -21.2% | +19.2% | -40.4% | -36.2% |
| 1Y | -11.6% | +1.7% | -13.3% | -17.3% |
| 3Y | +101.2% | +41.4% | +59.8% | +29.4% |
| 5Y | -15.7% | +31.7% | -47.4% | -39.2% |
| 10Y | +2,989.4% | +290.3% | +2,699.2% | +978.6% |
| All | +2,989.4% | +285.8% | +2,703.6% | +978.6% |
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 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