+8,680.0%
SHOP vs VRSN
+397.5%
+8,282.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.0% |
| 7D | -2.5% | -1.2% | -1.2% | -1.5% |
| 30D | -16.7% | +3.8% | -20.5% | -19.5% |
| 3M | -2.2% | +9.5% | -11.7% | -9.9% |
| 6M | +45.6% | +10.3% | +35.3% | +30.2% |
| YTD | -7.3% | +30.5% | -37.8% | -30.3% |
| 1Y | -6.1% | +27.9% | -34.0% | -28.3% |
| 3Y | +143.3% | +54.3% | +89.0% | +47.3% |
| 5Y | +0.2% | +37.2% | -37.0% | -29.1% |
| 10Y | +3,663.5% | +293.1% | +3,370.4% | +1,172.1% |
| All | +8,680.0% | +397.5% | +8,282.5% | +2,527.4% |
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