+343.3%
SPGI vs VRSN
+292.3%
+51.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +1.2% | +1.4% | -0.2% | +0.4% |
| 30D | +15.9% | +3.9% | +12.1% | +13.4% |
| 3M | +12.3% | +9.3% | +3.0% | +6.5% |
| 6M | +23.7% | +6.7% | +17.0% | +18.1% |
| YTD | -3.5% | +30.0% | -33.6% | -18.7% |
| 1Y | +0.4% | +26.0% | -25.6% | -13.9% |
| 3Y | +29.9% | +53.1% | -23.2% | -3.9% |
| 5Y | +15.2% | +35.0% | -19.8% | -9.5% |
| All | +343.3% | +292.3% | +51.0% | +90.3% |
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