+33.2%
VRSN vs ALK
-31.3%
+64.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.6% | +0.4% |
| 7D | +1.4% | -1.2% | +2.6% | +1.5% |
| 30D | +3.9% | +7.7% | -3.8% | +2.7% |
| 3M | +9.3% | -19.0% | +28.3% | +12.0% |
| 6M | +6.7% | -0.2% | +6.9% | +5.5% |
| YTD | +30.0% | -23.5% | +53.5% | +32.3% |
| 1Y | +26.0% | -9.1% | +35.1% | +24.0% |
| 3Y | +53.1% | +12.0% | +41.1% | +34.2% |
| All | +33.2% | -31.3% | +64.6% | +30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling