-14.2%
SLB vs VRSN
+296.1%
-310.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.2% | +1.8% |
| 7D | -1.2% | -1.2% | +0.1% | -0.8% |
| 30D | +4.5% | +3.8% | +0.7% | +3.3% |
| 3M | -4.6% | +9.5% | -14.1% | -7.4% |
| 6M | -6.3% | +10.3% | -16.5% | -9.6% |
| YTD | +35.0% | +30.5% | +4.5% | +22.7% |
| 1Y | +38.8% | +27.9% | +10.9% | +26.9% |
| 3Y | +3.3% | +54.3% | -51.0% | -12.8% |
| 5Y | +73.6% | +37.2% | +36.4% | +48.6% |
| 10Y | -14.2% | +293.1% | -307.3% | -43.9% |
| All | -14.2% | +296.1% | -310.3% | -43.9% |
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