+33.3%
VRSN vs STLA
-70.4%
+103.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -0.8% | -6.4% | +5.5% | +0.1% |
| 30D | +0.7% | -1.3% | +2.0% | +0.7% |
| 3M | +4.1% | -19.9% | +24.1% | +7.3% |
| 6M | +6.7% | -42.9% | +49.6% | +15.6% |
| YTD | +27.1% | -59.4% | +86.5% | +44.7% |
| 1Y | +28.0% | -56.8% | +84.8% | +43.9% |
| 3Y | +52.6% | -73.1% | +125.7% | +82.1% |
| 5Y | +33.3% | -70.1% | +103.4% | +42.6% |
| All | +33.3% | -70.4% | +103.7% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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