+125.6%
ULTA vs VRSN
+299.1%
-173.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.7% | +1.5% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | +2.8% | +3.8% | -1.0% | +1.1% |
| 3M | +14.8% | +5.0% | +9.8% | +11.9% |
| 6M | -16.2% | +24.9% | -41.1% | -25.1% |
| YTD | -9.6% | +21.6% | -31.2% | -18.7% |
| 1Y | +4.8% | +2.4% | +2.4% | +1.9% |
| 3Y | +30.7% | +47.3% | -16.7% | +4.4% |
| 5Y | +45.9% | +34.7% | +11.1% | +19.0% |
| All | +125.6% | +299.1% | -173.5% | +46.2% |
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