-38.7%
TRMB vs VRSN
+30.8%
-69.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.3% |
| 7D | -2.9% | -1.0% | -1.9% | -2.4% |
| 30D | -1.8% | -1.9% | +0.1% | -0.8% |
| 3M | +8.4% | +1.4% | +7.0% | +7.1% |
| 6M | -18.5% | +19.0% | -37.6% | -27.4% |
| YTD | -26.7% | +19.2% | -45.9% | -35.1% |
| 1Y | -28.3% | +1.7% | -30.0% | -30.2% |
| 3Y | +12.6% | +41.4% | -28.8% | -15.1% |
| 5Y | -38.7% | +31.7% | -70.4% | -50.9% |
| All | -38.7% | +30.8% | -69.5% | -50.9% |
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