+1,351.8%
QLD vs VRSN
+287.3%
+1,064.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +3.6% |
| 7D | -10.3% | +0.5% | -10.7% | -10.5% |
| 30D | -26.1% | +4.9% | -31.0% | -29.4% |
| 3M | -17.8% | +5.8% | -23.6% | -22.8% |
| 6M | -15.6% | +12.6% | -28.1% | -28.5% |
| YTD | +5.4% | +28.2% | -22.9% | -25.2% |
| 1Y | +5.2% | +30.4% | -25.2% | -27.1% |
| 3Y | +139.4% | +54.6% | +84.9% | +26.2% |
| 5Y | +66.7% | +35.1% | +31.6% | +7.3% |
| All | +1,351.8% | +287.3% | +1,064.5% | +313.3% |
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 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