+67.2%
QLD vs VRSN
+34.5%
+32.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +3.4% |
| 7D | -10.3% | +0.5% | -10.7% | -10.4% |
| 30D | -26.1% | +4.9% | -31.0% | -28.6% |
| 3M | -17.8% | +5.8% | -23.6% | -21.5% |
| 6M | -15.6% | +12.6% | -28.1% | -25.6% |
| YTD | +5.4% | +28.2% | -22.9% | -20.0% |
| 1Y | +5.2% | +30.4% | -25.2% | -21.8% |
| 3Y | +139.4% | +54.6% | +84.9% | +35.2% |
| All | +67.2% | +34.5% | +32.6% | +14.7% |
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