+33.2%
VRSN vs RY
+123.4%
-90.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.2% |
| 7D | +1.4% | +0.6% | +0.8% | +1.2% |
| 30D | +3.9% | +5.0% | -1.2% | +1.9% |
| 3M | +9.3% | -5.3% | +14.6% | +11.5% |
| 6M | +6.7% | +13.8% | -7.2% | +0.6% |
| YTD | +30.0% | +21.0% | +9.1% | +18.9% |
| 1Y | +26.0% | +40.5% | -14.5% | +7.0% |
| 3Y | +53.1% | +159.7% | -106.5% | -6.6% |
| All | +33.2% | +123.4% | -90.2% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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