+43.6%
EEM vs VRSN
+32.1%
+11.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.8% | -2.3% |
| 7D | -0.7% | -1.5% | +0.8% | -0.5% |
| 30D | +2.4% | +0.7% | +1.7% | +2.2% |
| 3M | +4.2% | +0.6% | +3.6% | +3.9% |
| 6M | +14.8% | +21.7% | -7.0% | +9.6% |
| YTD | +23.1% | +20.0% | +3.1% | +17.6% |
| 1Y | +32.5% | +3.2% | +29.4% | +31.2% |
| 3Y | +85.9% | +42.4% | +43.5% | +67.3% |
| 5Y | +43.6% | +33.0% | +10.6% | +29.6% |
| All | +43.6% | +32.1% | +11.5% | +29.6% |
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 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