+74.5%
UBER vs VRSN
+52.5%
+22.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.7% |
| 7D | -4.5% | -1.5% | -2.9% | -3.6% |
| 30D | -7.6% | +0.7% | -8.3% | -8.1% |
| 3M | +5.8% | +0.6% | +5.2% | +4.5% |
| 6M | +0.3% | +21.7% | -21.5% | -12.8% |
| YTD | -11.2% | +20.0% | -31.2% | -22.5% |
| 1Y | -23.0% | +3.2% | -26.1% | -26.3% |
| 3Y | +53.6% | +42.4% | +11.2% | +15.3% |
| 5Y | +81.9% | +33.0% | +48.9% | +39.9% |
| All | +74.5% | +52.5% | +22.1% | +15.9% |
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