+10.5%
SHW vs VRSN
+32.1%
-21.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | -4.5% | -1.5% | -2.9% | -4.0% |
| 30D | -12.7% | +0.7% | -13.4% | -12.9% |
| 3M | +4.7% | +0.6% | +4.1% | +4.1% |
| 6M | -3.4% | +21.7% | -25.2% | -10.9% |
| YTD | -1.3% | +20.0% | -21.3% | -8.8% |
| 1Y | -10.4% | +3.2% | -13.5% | -12.3% |
| 3Y | +20.1% | +42.4% | -22.3% | +0.5% |
| 5Y | +10.5% | +33.0% | -22.5% | -4.8% |
| All | +10.5% | +32.1% | -21.6% | -4.8% |
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