+295.5%
SPGI vs VRSN
+274.2%
+21.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -1.3% |
| 7D | -2.5% | -2.1% | -0.3% | -1.3% |
| 30D | +5.4% | -3.9% | +9.3% | +7.7% |
| 3M | +9.0% | -0.1% | +9.2% | +8.5% |
| 6M | +0.8% | +16.4% | -15.6% | -9.1% |
| YTD | -12.6% | +17.2% | -29.8% | -21.6% |
| 1Y | -16.1% | +1.0% | -17.1% | -18.3% |
| 3Y | +19.0% | +39.1% | -20.1% | -6.8% |
| 5Y | +5.1% | +29.0% | -23.9% | -15.6% |
| 10Y | +295.5% | +275.8% | +19.6% | +84.5% |
| All | +295.5% | +274.2% | +21.2% | +84.5% |
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