+227.0%
UPS vs VRSN
+346.8%
-119.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.1% |
| 7D | -2.9% | +0.1% | -2.9% | -2.9% |
| 30D | -3.5% | -0.2% | -3.3% | -3.5% |
| 3M | -5.7% | -0.3% | -5.4% | -5.9% |
| 6M | -4.4% | +23.0% | -27.4% | -7.7% |
| YTD | +8.0% | +21.3% | -13.3% | +4.3% |
| 1Y | +29.0% | +6.7% | +22.3% | +26.8% |
| 3Y | -27.7% | +45.0% | -72.7% | -32.3% |
| 5Y | -34.3% | +35.0% | -69.4% | -38.1% |
| 10Y | +37.8% | +276.3% | -238.5% | +13.1% |
| All | +227.0% | +346.8% | -119.8% | +115.7% |
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