+4,347.2%
YUM vs VRSN
+6,532.2%
-2,185.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -2.6% |
| 7D | -3.6% | -1.0% | -2.5% | -3.4% |
| 30D | +0.4% | -1.9% | +2.3% | +0.6% |
| 3M | -3.8% | +1.4% | -5.2% | -4.1% |
| 6M | -8.3% | +19.0% | -27.3% | -10.5% |
| YTD | -2.6% | +19.2% | -21.9% | -5.1% |
| 1Y | +1.5% | +1.7% | -0.2% | +0.8% |
| 3Y | +21.6% | +41.4% | -19.8% | +15.6% |
| 5Y | +23.5% | +31.7% | -8.2% | +18.0% |
| 10Y | +178.9% | +290.3% | -111.3% | +136.3% |
| All | +4,347.2% | +6,532.2% | -2,185.1% | +2,359.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling