+1,762.4%
ULTA vs VRSN
+876.2%
+886.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.7% | -1.2% |
| 7D | +0.7% | -2.1% | +2.8% | +1.6% |
| 30D | -2.8% | -3.9% | +1.1% | -1.1% |
| 3M | +18.7% | -0.1% | +18.8% | +18.2% |
| 6M | -15.0% | +16.4% | -31.4% | -21.5% |
| YTD | -9.2% | +17.2% | -26.5% | -16.9% |
| 1Y | +5.7% | +1.0% | +4.7% | +3.1% |
| 3Y | +32.8% | +39.1% | -6.3% | +10.1% |
| 5Y | +46.0% | +29.0% | +16.9% | +23.1% |
| 10Y | +125.5% | +275.8% | -150.3% | +16.1% |
| All | +1,762.4% | +876.2% | +886.2% | +443.9% |
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 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