+257.2%
XOM vs VRSN
+33.8%
+223.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.9% | +0.3% |
| 7D | +4.1% | +0.2% | +3.9% | +4.0% |
| 30D | +4.6% | +3.8% | +0.8% | +4.0% |
| 3M | +14.0% | +5.0% | +9.0% | +13.0% |
| 6M | +11.0% | +24.9% | -13.9% | +7.3% |
| YTD | +40.7% | +21.6% | +19.1% | +36.3% |
| 1Y | +52.3% | +2.4% | +49.9% | +52.1% |
| 3Y | +60.5% | +47.3% | +13.1% | +46.9% |
| All | +257.2% | +33.8% | +223.4% | +219.0% |
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