+52.9%
VRSN vs ALK
+14.9%
+38.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.8% | +4.3% | -0.2% |
| 7D | +0.1% | +0.9% | -0.8% | +0.1% |
| 30D | +3.6% | +3.3% | +0.3% | +3.3% |
| 3M | +10.8% | -17.6% | +28.3% | +11.8% |
| 6M | +9.9% | +0.8% | +9.1% | +9.4% |
| YTD | +29.8% | -22.4% | +52.2% | +30.7% |
| 1Y | +26.3% | -10.1% | +36.4% | +25.2% |
| All | +52.9% | +14.9% | +38.0% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 3y: compounded portfolio wealth divided by compounded ALK 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…
3y analysis · Full analysis span regression · 6 months rolling