+100.2%
UAL vs VRSN
+289.3%
-189.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.9% | +7.7% | +7.1% |
| 7D | +10.2% | -0.8% | +11.0% | +10.6% |
| 30D | +12.0% | +0.7% | +11.3% | +11.7% |
| 3M | -7.1% | +4.1% | -11.2% | -8.7% |
| 6M | +20.9% | +6.7% | +14.2% | +16.4% |
| YTD | +7.7% | +27.1% | -19.4% | -5.2% |
| 1Y | +23.6% | +28.0% | -4.4% | +8.3% |
| 3Y | +222.6% | +52.6% | +169.9% | +155.9% |
| 5Y | +127.9% | +33.3% | +94.6% | +88.0% |
| 10Y | +100.2% | +279.5% | -179.3% | +8.9% |
| All | +100.2% | +289.3% | -189.1% | +8.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling