-33.5%
UPS vs VRSN
+30.8%
-64.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -2.9% | -1.8% |
| 7D | -3.7% | -1.0% | -2.6% | -3.4% |
| 30D | -3.7% | -1.9% | -1.8% | -3.3% |
| 3M | -6.6% | +1.4% | -7.9% | -7.3% |
| 6M | +2.6% | +19.0% | -16.5% | -4.4% |
| YTD | +4.8% | +19.2% | -14.4% | -2.8% |
| 1Y | +25.3% | +1.7% | +23.6% | +23.4% |
| 3Y | -26.9% | +41.4% | -68.3% | -37.6% |
| 5Y | -33.5% | +31.7% | -65.2% | -43.2% |
| All | -33.5% | +30.8% | -64.3% | -43.2% |
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 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