+41.9%
SHW vs VRSN
+53.7%
-11.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +1.9% | +1.4% | +0.5% | +1.7% |
| 30D | +8.1% | +3.9% | +4.2% | +7.4% |
| 3M | -2.8% | +9.3% | -12.1% | -4.2% |
| 6M | +15.0% | +6.7% | +8.4% | +13.4% |
| YTD | +9.0% | +30.0% | -21.0% | +2.8% |
| 1Y | +4.5% | +26.0% | -21.5% | -0.7% |
| 3Y | +41.9% | +53.1% | -11.3% | +24.7% |
| All | +41.9% | +53.7% | -11.8% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling