+67.8%
SPYG vs VRSN
+34.7%
+33.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +2.3% | +1.4% | +0.9% | +1.8% |
| 30D | -6.5% | +3.9% | -10.3% | -7.7% |
| 3M | -6.8% | +9.3% | -16.2% | -10.0% |
| 6M | -3.1% | +6.7% | -9.8% | -6.1% |
| YTD | +8.0% | +30.0% | -22.0% | -4.8% |
| 1Y | +10.2% | +26.0% | -15.8% | -1.5% |
| 3Y | +91.0% | +53.1% | +37.9% | +49.0% |
| All | +67.8% | +34.7% | +33.1% | +40.2% |
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