+1,502.1%
QLD vs VRSN
+292.3%
+1,209.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.6% | -2.6% |
| 7D | +7.0% | +1.4% | +5.6% | +5.5% |
| 30D | -14.3% | +3.9% | -18.2% | -17.4% |
| 3M | -16.0% | +9.3% | -25.3% | -23.6% |
| 6M | -14.2% | +6.7% | -20.9% | -23.1% |
| YTD | +12.8% | +30.0% | -17.3% | -21.2% |
| 1Y | +14.1% | +26.0% | -11.9% | -17.7% |
| 3Y | +146.0% | +53.1% | +92.8% | +31.4% |
| 5Y | +82.0% | +35.0% | +47.0% | +17.4% |
| All | +1,502.1% | +292.3% | +1,209.8% | +342.3% |
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