+0.8%
SPGI vs VRSN
+28.0%
-27.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | -0.8% | +0.1% | -1.0% | -0.9% |
| 30D | +14.3% | +3.6% | +10.7% | +13.0% |
| 3M | +14.5% | +10.8% | +3.7% | +10.7% |
| 6M | +17.3% | +9.9% | +7.3% | +12.7% |
| YTD | -4.6% | +29.8% | -34.4% | -15.1% |
| 1Y | +0.8% | +26.3% | -25.5% | -10.1% |
| All | +0.8% | +28.0% | -27.3% | -10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling