+590.1%
EWT vs VRSN
+110.5%
+479.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | +0.2% |
| 7D | +1.6% | -2.1% | +3.8% | +2.1% |
| 30D | +8.2% | -3.9% | +12.1% | +9.1% |
| 3M | +11.1% | -0.1% | +11.2% | +10.3% |
| 6M | +60.4% | +16.4% | +44.0% | +53.2% |
| YTD | +75.6% | +17.2% | +58.3% | +66.9% |
| 1Y | +91.3% | +1.0% | +90.3% | +88.0% |
| 3Y | +200.3% | +39.1% | +161.2% | +171.3% |
| 5Y | +156.4% | +29.0% | +127.4% | +133.2% |
| 10Y | +495.8% | +275.8% | +220.0% | +318.4% |
| All | +590.1% | +110.5% | +479.6% | +226.3% |
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