+91.8%
QLD vs VRSN
+37.7%
+54.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.7% | +3.9% |
| 7D | -1.2% | -1.2% | +0.1% | -0.1% |
| 30D | -15.7% | +3.8% | -19.5% | -18.0% |
| 3M | -10.0% | +9.5% | -19.6% | -16.4% |
| 6M | -11.2% | +10.3% | -21.5% | -20.2% |
| YTD | +16.4% | +30.5% | -14.1% | -12.8% |
| 1Y | +12.7% | +27.9% | -15.2% | -14.2% |
| 3Y | +152.3% | +54.3% | +98.0% | +44.2% |
| 5Y | +91.8% | +37.2% | +54.6% | +30.8% |
| All | +91.8% | +37.7% | +54.1% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling