+1,144.9%
STX vs VRSN
+30.0%
+1,114.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.4% | +9.9% | +7.3% |
| 7D | +10.7% | -2.1% | +12.9% | +11.2% |
| 30D | +11.3% | -3.9% | +15.2% | +12.1% |
| 3M | +3.2% | -0.1% | +3.4% | +2.2% |
| 6M | +157.0% | +16.4% | +140.6% | +138.4% |
| YTD | +229.2% | +17.2% | +212.0% | +203.5% |
| 1Y | +381.8% | +1.0% | +380.9% | +371.5% |
| 3Y | +1,383.2% | +39.1% | +1,344.1% | +1,105.7% |
| 5Y | +1,144.9% | +29.0% | +1,115.9% | +954.4% |
| All | +1,144.9% | +30.0% | +1,114.9% | +954.4% |
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