+165.5%
YUM vs VRSN
+299.1%
-133.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.6% |
| 7D | -6.1% | +0.2% | -6.3% | -6.2% |
| 30D | -5.8% | +3.8% | -9.6% | -7.1% |
| 3M | -7.6% | +5.0% | -12.6% | -9.6% |
| 6M | -9.1% | +24.9% | -34.0% | -16.9% |
| YTD | -5.5% | +21.6% | -27.1% | -13.2% |
| 1Y | -3.7% | +2.4% | -6.1% | -5.8% |
| 3Y | +17.8% | +47.3% | -29.5% | -1.3% |
| 5Y | +19.3% | +34.7% | -15.5% | +1.3% |
| All | +165.5% | +299.1% | -133.5% | +61.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling