+48.0%
TMUS vs VRSN
+34.1%
+13.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.9% | +5.1% | +4.4% |
| 7D | +5.3% | -0.8% | +6.2% | +5.5% |
| 30D | +13.5% | +0.7% | +12.9% | +13.3% |
| 3M | -4.2% | +4.1% | -8.4% | -5.5% |
| 6M | -11.9% | +6.7% | -18.6% | -13.9% |
| YTD | -15.6% | +27.1% | -42.6% | -21.3% |
| 1Y | -16.8% | +28.0% | -44.7% | -22.6% |
| 3Y | +20.8% | +52.6% | -31.8% | +3.6% |
| 5Y | +48.0% | +33.3% | +14.7% | +25.6% |
| All | +48.0% | +34.1% | +13.9% | +25.6% |
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