+192.9%
XOM vs VRSN
+299.1%
-106.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.9% | +0.1% |
| 7D | +4.1% | +0.2% | +3.9% | +4.0% |
| 30D | +4.6% | +3.8% | +0.8% | +3.5% |
| 3M | +14.0% | +5.0% | +9.0% | +12.1% |
| 6M | +11.0% | +24.9% | -13.9% | +4.0% |
| YTD | +40.7% | +21.6% | +19.1% | +32.2% |
| 1Y | +52.3% | +2.4% | +49.9% | +50.0% |
| 3Y | +60.5% | +47.3% | +13.1% | +39.2% |
| 5Y | +266.4% | +34.7% | +231.7% | +218.9% |
| All | +192.9% | +299.1% | -106.2% | +103.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling