+255.6%
UAL vs VRSN
+1,489.1%
-1,233.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.6% |
| 7D | +8.2% | +0.5% | +7.7% | +7.9% |
| 30D | +2.3% | +4.9% | -2.6% | -0.3% |
| 3M | -12.7% | +5.8% | -18.5% | -15.5% |
| 6M | +12.7% | +12.6% | +0.1% | +3.8% |
| YTD | +0.8% | +28.2% | -27.4% | -15.2% |
| 1Y | +17.8% | +30.4% | -12.7% | -2.0% |
| 3Y | +206.7% | +54.6% | +152.1% | +126.3% |
| 5Y | +113.9% | +35.1% | +78.8% | +67.4% |
| 10Y | +97.0% | +294.0% | -197.0% | -25.0% |
| All | +255.6% | +1,489.1% | -1,233.5% | -47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling