+8,434.7%
SHOP vs VRSN
+362.6%
+8,072.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | +0.6% | -0.2% | +0.8% | +0.7% |
| 3M | +25.0% | -0.3% | +25.3% | +23.4% |
| 6M | +11.9% | +23.0% | -11.1% | -10.4% |
| YTD | -9.9% | +21.3% | -31.2% | -27.6% |
| 1Y | 0.0% | +6.7% | -6.8% | -10.5% |
| 3Y | +117.5% | +45.0% | +72.5% | +39.3% |
| 5Y | -6.6% | +35.0% | -41.7% | -33.1% |
| 10Y | +3,320.3% | +276.3% | +3,044.0% | +1,105.0% |
| All | +8,434.7% | +362.6% | +8,072.1% | +2,629.5% |
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