+10.2%
SHW vs VRSN
+34.7%
-24.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +1.9% | +1.4% | +0.5% | +1.4% |
| 30D | +8.1% | +3.9% | +4.2% | +6.8% |
| 3M | -2.8% | +9.3% | -12.1% | -5.7% |
| 6M | +15.0% | +6.7% | +8.4% | +12.0% |
| YTD | +9.0% | +30.0% | -21.0% | -2.1% |
| 1Y | +4.5% | +26.0% | -21.5% | -5.0% |
| 3Y | +41.9% | +53.1% | -11.3% | +15.6% |
| All | +10.2% | +34.7% | -24.5% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling