+99.1%
UAL vs VRSN
+274.2%
-175.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.5% |
| 7D | +3.5% | -2.1% | +5.6% | +4.3% |
| 30D | -16.5% | -3.9% | -12.5% | -15.2% |
| 3M | +2.8% | -0.1% | +2.9% | +2.1% |
| 6M | +17.6% | +16.4% | +1.2% | +8.2% |
| YTD | -3.2% | +17.2% | -20.4% | -11.8% |
| 1Y | +0.4% | +1.0% | -0.6% | -2.2% |
| 3Y | +128.2% | +39.1% | +89.1% | +88.7% |
| 5Y | +137.7% | +29.0% | +108.7% | +98.8% |
| 10Y | +99.1% | +275.8% | -176.7% | +15.2% |
| All | +99.1% | +274.2% | -175.1% | +15.2% |
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 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