+137.5%
UMC vs VRSN
+32.1%
+105.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | +11.4% | -1.5% | +12.9% | +11.8% |
| 30D | +16.8% | +0.7% | +16.1% | +16.4% |
| 3M | +19.1% | +0.6% | +18.5% | +17.9% |
| 6M | +137.4% | +21.7% | +115.7% | +113.8% |
| YTD | +186.4% | +20.0% | +166.4% | +158.1% |
| 1Y | +229.1% | +3.2% | +225.9% | +218.9% |
| 3Y | +257.9% | +42.4% | +215.5% | +184.4% |
| 5Y | +137.5% | +33.0% | +104.6% | +101.1% |
| All | +137.5% | +32.1% | +105.5% | +101.1% |
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