+1,341.5%
SYY vs VRSN
+6,422.7%
-5,081.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | 0.0% |
| 7D | -2.8% | -2.1% | -0.6% | -2.6% |
| 30D | -5.3% | -3.9% | -1.4% | -5.0% |
| 3M | +5.1% | -0.1% | +5.2% | +5.0% |
| 6M | -5.0% | +16.4% | -21.4% | -6.4% |
| YTD | +10.7% | +17.2% | -6.5% | +8.9% |
| 1Y | +0.7% | +1.0% | -0.3% | +0.2% |
| 3Y | +24.0% | +39.1% | -15.1% | +19.9% |
| 5Y | +19.3% | +29.0% | -9.7% | +15.7% |
| 10Y | +96.4% | +275.8% | -179.4% | +76.9% |
| All | +1,341.5% | +6,422.7% | -5,081.2% | +896.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling