+172.5%
VEA vs VRSN
+998.2%
-825.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.9% |
| 7D | +1.9% | -2.1% | +4.0% | +2.7% |
| 30D | +0.8% | -3.9% | +4.7% | +2.1% |
| 3M | +5.7% | -0.1% | +5.8% | +4.9% |
| 6M | +13.3% | +16.4% | -3.1% | +5.2% |
| YTD | +18.4% | +17.2% | +1.2% | +8.9% |
| 1Y | +27.0% | +1.0% | +26.0% | +23.6% |
| 3Y | +79.3% | +39.1% | +40.2% | +50.5% |
| 5Y | +62.1% | +29.0% | +33.1% | +37.3% |
| 10Y | +160.3% | +275.8% | -115.6% | +34.4% |
| All | +172.5% | +998.2% | -825.7% | -29.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling