+8,552.4%
SHOP vs VRSN
+395.8%
+8,156.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -1.2% | +1.4% | -2.6% | -2.5% |
| 30D | -14.7% | +3.9% | -18.6% | -17.7% |
| 3M | -7.2% | +9.3% | -16.5% | -14.5% |
| 6M | +54.2% | +6.7% | +47.5% | +42.4% |
| YTD | -8.6% | +30.0% | -38.7% | -31.1% |
| 1Y | +0.5% | +26.0% | -25.5% | -22.2% |
| 3Y | +135.9% | +53.1% | +82.8% | +43.8% |
| 5Y | -11.9% | +35.0% | -46.9% | -36.9% |
| 10Y | +3,608.8% | +291.7% | +3,317.1% | +1,157.4% |
| All | +8,552.4% | +395.8% | +8,156.6% | +2,497.1% |
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