+161.1%
VEA vs VRSN
+299.1%
-138.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +0.7% |
| 7D | -1.5% | +0.2% | -1.7% | -1.5% |
| 30D | -0.8% | +3.8% | -4.6% | -2.0% |
| 3M | +2.5% | +5.0% | -2.5% | +0.4% |
| 6M | +11.1% | +24.9% | -13.7% | +2.2% |
| YTD | +17.2% | +21.6% | -4.4% | +8.2% |
| 1Y | +24.5% | +2.4% | +22.1% | +21.8% |
| 3Y | +75.4% | +47.3% | +28.1% | +48.1% |
| 5Y | +61.1% | +34.7% | +26.3% | +37.6% |
| All | +161.1% | +299.1% | -138.0% | +64.9% |
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