+59.9%
VEA vs VRSN
+33.8%
+26.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +0.8% |
| 7D | -1.5% | +0.2% | -1.7% | -1.5% |
| 30D | -0.8% | +3.8% | -4.6% | -1.7% |
| 3M | +2.5% | +5.0% | -2.5% | +1.0% |
| 6M | +11.1% | +24.9% | -13.7% | +4.1% |
| YTD | +17.2% | +21.6% | -4.4% | +10.1% |
| 1Y | +24.5% | +2.4% | +22.1% | +23.1% |
| 3Y | +75.4% | +47.3% | +28.1% | +52.0% |
| All | +59.9% | +33.8% | +26.0% | +39.7% |
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