+86.5%
SPG vs VRSN
+36.4%
+50.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.1% |
| 7D | +5.6% | -0.9% | +6.5% | +5.9% |
| 30D | +17.6% | +2.4% | +15.2% | +16.6% |
| 3M | +7.5% | +6.4% | +1.1% | +5.1% |
| 6M | +18.5% | +8.6% | +10.0% | +14.6% |
| YTD | +30.9% | +29.3% | +1.7% | +18.0% |
| 1Y | +34.1% | +27.2% | +6.9% | +21.5% |
| 3Y | +135.5% | +52.8% | +82.7% | +92.2% |
| 5Y | +86.5% | +36.7% | +49.8% | +51.4% |
| All | +86.5% | +36.4% | +50.1% | +51.4% |
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 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