+10.6%
TMO vs VRSN
+33.8%
-23.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.7% |
| 7D | -0.6% | +0.2% | -0.9% | -0.7% |
| 30D | +1.1% | +3.8% | -2.6% | -0.1% |
| 3M | +28.3% | +5.0% | +23.3% | +25.9% |
| 6M | +23.3% | +24.9% | -1.6% | +12.7% |
| YTD | +5.5% | +21.6% | -16.2% | -3.0% |
| 1Y | +24.5% | +2.4% | +22.1% | +22.1% |
| 3Y | +19.6% | +47.3% | -27.8% | -2.5% |
| All | +10.6% | +33.8% | -23.2% | -8.2% |
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