+106.9%
SPG vs VRSN
+30.0%
+76.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.5% | +2.2% |
| 7D | 0.0% | -2.1% | +2.1% | +0.7% |
| 30D | -4.9% | -3.9% | -1.0% | -3.8% |
| 3M | +3.3% | -0.1% | +3.4% | +2.9% |
| 6M | +11.2% | +16.4% | -5.2% | +4.2% |
| YTD | +17.1% | +17.2% | -0.2% | +8.9% |
| 1Y | +21.6% | +1.0% | +20.6% | +19.8% |
| 3Y | +111.9% | +39.1% | +72.8% | +78.2% |
| 5Y | +106.9% | +29.0% | +77.9% | +77.7% |
| All | +106.9% | +30.0% | +76.9% | +77.7% |
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