+28.7%
SWK vs VRSN
+287.3%
-258.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.2% |
| 7D | +11.0% | +0.5% | +10.6% | +10.8% |
| 30D | +30.1% | +4.9% | +25.1% | +26.8% |
| 3M | +14.7% | +5.8% | +8.8% | +10.8% |
| 6M | +44.5% | +12.6% | +31.9% | +33.2% |
| YTD | +59.4% | +28.2% | +31.1% | +33.9% |
| 1Y | +77.5% | +30.4% | +47.1% | +47.6% |
| 3Y | +49.5% | +54.6% | -5.1% | +9.2% |
| 5Y | -24.9% | +35.1% | -60.0% | -41.6% |
| All | +28.7% | +287.3% | -258.5% | -38.3% |
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