+277.1%
STLD vs VRSN
+34.7%
+242.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | +2.9% | +1.4% | +1.5% | +2.5% |
| 30D | -5.6% | +3.9% | -9.4% | -6.8% |
| 3M | -11.7% | +9.3% | -21.1% | -14.5% |
| 6M | -2.8% | +6.7% | -9.4% | -5.5% |
| YTD | +36.4% | +30.0% | +6.4% | +21.4% |
| 1Y | +50.0% | +26.0% | +24.0% | +35.3% |
| 3Y | +122.3% | +53.1% | +69.2% | +78.0% |
| All | +277.1% | +34.7% | +242.4% | +193.5% |
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 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