+35.0%
VRSN vs FIVE
+31.2%
+3.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.1% | -5.5% | -1.2% |
| 7D | +0.1% | +4.3% | -4.2% | -0.6% |
| 30D | -0.2% | +12.5% | -12.7% | -2.0% |
| 3M | -0.3% | +31.2% | -31.5% | -4.3% |
| 6M | +23.0% | +14.4% | +8.6% | +19.8% |
| YTD | +21.3% | +33.9% | -12.5% | +15.2% |
| 1Y | +6.7% | +65.1% | -58.3% | -2.2% |
| 3Y | +45.0% | +49.0% | -4.0% | +34.0% |
| All | +35.0% | +31.2% | +3.8% | +23.3% |
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