+1,646.5%
QLD vs VRSN
+274.2%
+1,372.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +3.1% |
| 7D | +3.0% | -2.1% | +5.1% | +5.1% |
| 30D | -1.8% | -3.9% | +2.1% | +1.5% |
| 3M | -1.8% | -0.1% | -1.7% | -5.1% |
| 6M | +36.9% | +16.4% | +20.5% | +9.6% |
| YTD | +28.7% | +17.2% | +11.4% | +0.2% |
| 1Y | +41.9% | +1.0% | +40.9% | +28.7% |
| 3Y | +184.2% | +39.1% | +145.1% | +67.2% |
| 5Y | +122.1% | +29.0% | +93.1% | +48.9% |
| 10Y | +1,646.5% | +275.8% | +1,370.7% | +454.9% |
| All | +1,646.5% | +274.2% | +1,372.3% | +454.9% |
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