+32.7%
VFC vs VRSN
+28.0%
+4.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.4% | -3.0% |
| 7D | -1.4% | +0.1% | -1.6% | -1.4% |
| 30D | +24.6% | +3.6% | +21.1% | +24.7% |
| 3M | +38.4% | +10.8% | +27.7% | +38.7% |
| 6M | +15.3% | +9.9% | +5.3% | +14.4% |
| YTD | +12.7% | +29.8% | -17.1% | +8.9% |
| 1Y | +32.7% | +26.3% | +6.4% | +30.1% |
| All | +32.7% | +28.0% | +4.6% | +30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling