+182.6%
VFC vs VRSN
+6,651.0%
-6,468.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.4% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | -11.6% | -0.2% | -11.5% | -11.6% |
| 3M | -18.1% | -0.3% | -17.8% | -18.2% |
| 6M | -27.4% | +23.0% | -50.3% | -29.6% |
| YTD | -24.8% | +21.3% | -46.2% | -27.1% |
| 1Y | -8.2% | +6.7% | -14.9% | -9.4% |
| 3Y | -29.1% | +45.0% | -74.1% | -32.9% |
| 5Y | -79.2% | +35.0% | -114.2% | -80.1% |
| 10Y | -68.1% | +276.3% | -344.4% | -72.8% |
| All | +182.6% | +6,651.0% | -6,468.5% | +61.4% |
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