+487.4%
STX vs VRSN
+34.1%
+453.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.9% | +10.7% | +10.0% |
| 7D | -14.8% | -0.8% | -13.9% | -14.5% |
| 30D | -35.4% | +0.7% | -36.1% | -35.4% |
| 3M | -37.7% | +4.1% | -41.8% | -38.3% |
| 6M | -35.2% | +6.7% | -41.9% | -36.9% |
| YTD | +84.4% | +27.1% | +57.3% | +67.2% |
| 1Y | +82.3% | +28.0% | +54.3% | +64.5% |
| 3Y | +646.2% | +52.6% | +593.6% | +493.9% |
| 5Y | +487.4% | +33.3% | +454.1% | +397.1% |
| All | +487.4% | +34.1% | +453.3% | +397.1% |
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 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