+203.6%
SLB vs VRSN
+6,651.0%
-6,447.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +0.8% | +0.1% | +0.8% | +0.8% |
| 30D | +15.8% | -0.2% | +16.0% | +15.8% |
| 3M | -0.3% | -0.3% | -0.1% | -0.5% |
| 6M | +21.3% | +23.0% | -1.6% | +17.6% |
| YTD | +52.3% | +21.3% | +31.0% | +47.5% |
| 1Y | +63.6% | +6.7% | +56.9% | +61.1% |
| 3Y | +3.8% | +45.0% | -41.2% | -2.5% |
| 5Y | +128.6% | +35.0% | +93.6% | +115.0% |
| 10Y | -3.1% | +276.3% | -279.4% | -20.3% |
| All | +203.6% | +6,651.0% | -6,447.4% | +48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling