+20.2%
VZ vs VRSN
+34.5%
-14.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | +2.1% | +0.5% | +1.7% | +2.1% |
| 30D | +1.4% | +4.9% | -3.5% | +0.5% |
| 3M | -1.3% | +5.8% | -7.1% | -2.4% |
| 6M | -0.5% | +12.6% | -13.1% | -3.0% |
| YTD | +19.6% | +28.2% | -8.6% | +13.7% |
| 1Y | +22.4% | +30.4% | -8.1% | +15.9% |
| 3Y | +55.9% | +54.6% | +1.3% | +41.2% |
| All | +20.2% | +34.5% | -14.3% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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