+35.0%
VRSN vs FIVE
+14.2%
+20.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | +0.5% | -0.3% | +0.7% | +0.5% |
| 30D | +4.9% | +17.7% | -12.7% | +2.5% |
| 3M | +5.8% | +4.0% | +1.9% | +5.0% |
| 6M | +12.6% | +2.6% | +9.9% | +11.5% |
| YTD | +28.2% | +27.6% | +0.7% | +22.5% |
| 1Y | +30.4% | +59.9% | -29.5% | +20.3% |
| 3Y | +54.6% | +35.8% | +18.8% | +46.2% |
| All | +35.0% | +14.2% | +20.9% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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