+82.1%
QLD vs VRSN
+34.7%
+47.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.6% | -2.6% |
| 7D | +7.0% | +1.4% | +5.6% | +5.8% |
| 30D | -14.3% | +3.9% | -18.2% | -16.7% |
| 3M | -16.0% | +9.3% | -25.3% | -21.8% |
| 6M | -14.2% | +6.7% | -20.9% | -20.6% |
| YTD | +12.8% | +30.0% | -17.3% | -15.3% |
| 1Y | +14.1% | +26.0% | -11.9% | -11.9% |
| 3Y | +146.0% | +53.1% | +92.8% | +41.7% |
| All | +82.1% | +34.7% | +47.4% | +31.0% |
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