+42.4%
TEL vs VRSN
+34.7%
+7.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +4.5% | +1.4% | +3.1% | +4.0% |
| 30D | +2.9% | +3.9% | -1.0% | +1.6% |
| 3M | +1.1% | +9.3% | -8.2% | -1.9% |
| 6M | +5.0% | +6.7% | -1.7% | +2.1% |
| YTD | -3.9% | +30.0% | -33.9% | -14.4% |
| 1Y | -7.4% | +26.0% | -33.5% | -16.5% |
| 3Y | +81.0% | +53.1% | +27.9% | +43.5% |
| All | +42.4% | +34.7% | +7.6% | +17.8% |
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