+46.9%
ULTA vs VRSN
+33.8%
+13.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.7% | +1.6% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | +2.8% | +3.8% | -1.0% | +1.4% |
| 3M | +14.8% | +5.0% | +9.8% | +12.4% |
| 6M | -16.2% | +24.9% | -41.1% | -23.8% |
| YTD | -9.6% | +21.6% | -31.2% | -17.4% |
| 1Y | +4.8% | +2.4% | +2.4% | +3.0% |
| 3Y | +30.7% | +47.3% | -16.7% | +6.1% |
| All | +46.9% | +33.8% | +13.0% | +25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling