+128.5%
EEM vs VRSN
+299.1%
-170.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | -0.1% | +0.8% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | +2.1% | +3.8% | -1.7% | +0.8% |
| 3M | +1.0% | +5.0% | -4.0% | -1.2% |
| 6M | +15.9% | +24.9% | -9.0% | +6.2% |
| YTD | +24.6% | +21.6% | +3.0% | +14.6% |
| 1Y | +32.3% | +2.4% | +29.9% | +29.1% |
| 3Y | +85.9% | +47.3% | +38.6% | +55.5% |
| 5Y | +45.4% | +34.7% | +10.6% | +22.8% |
| All | +128.5% | +299.1% | -170.5% | +26.4% |
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