+36.0%
UPS vs VRSN
+293.8%
-257.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.5% |
| 7D | -3.4% | -1.5% | -1.9% | -2.9% |
| 30D | -2.7% | +0.7% | -3.5% | -3.1% |
| 3M | -1.6% | +0.6% | -2.2% | -2.4% |
| 6M | +2.3% | +21.7% | -19.4% | -6.1% |
| YTD | +5.6% | +20.0% | -14.4% | -3.1% |
| 1Y | +27.1% | +3.2% | +23.9% | +23.3% |
| 3Y | -26.3% | +42.4% | -68.7% | -37.9% |
| 5Y | -34.5% | +33.0% | -67.4% | -44.4% |
| All | +36.0% | +293.8% | -257.9% | -11.6% |
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