+513.6%
EWT vs VRSN
+299.1%
+214.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.5% |
| 7D | -1.1% | +0.2% | -1.3% | -1.2% |
| 30D | +4.5% | +3.8% | +0.7% | +3.3% |
| 3M | +8.3% | +5.0% | +3.3% | +6.0% |
| 6M | +54.2% | +24.9% | +29.4% | +42.1% |
| YTD | +74.6% | +21.6% | +53.0% | +61.5% |
| 1Y | +84.9% | +2.4% | +82.5% | +80.8% |
| 3Y | +197.5% | +47.3% | +150.2% | +152.9% |
| 5Y | +150.6% | +34.7% | +115.8% | +115.3% |
| All | +513.6% | +299.1% | +214.5% | +258.9% |
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