-4.8%
SLB vs VRSN
+274.2%
-279.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.3% |
| 7D | +0.4% | -2.1% | +2.6% | +1.0% |
| 30D | +13.6% | -3.9% | +17.5% | +14.7% |
| 3M | +1.5% | -0.1% | +1.6% | +1.2% |
| 6M | +23.0% | +16.4% | +6.6% | +16.5% |
| YTD | +51.2% | +17.2% | +34.0% | +42.2% |
| 1Y | +63.5% | +1.0% | +62.5% | +60.9% |
| 3Y | +2.5% | +39.1% | -36.6% | -10.6% |
| 5Y | +139.2% | +29.0% | +110.2% | +107.8% |
| 10Y | -4.8% | +275.8% | -280.6% | -33.4% |
| All | -4.8% | +274.2% | -279.0% | -33.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling