+336.7%
VFC vs VRSN
+7,159.8%
-6,823.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.6% |
| 7D | -1.4% | -1.2% | -0.1% | -1.2% |
| 30D | +30.7% | +3.8% | +27.0% | +30.1% |
| 3M | +40.6% | +9.5% | +31.1% | +38.9% |
| 6M | +16.5% | +10.3% | +6.2% | +14.7% |
| YTD | +16.2% | +30.5% | -14.3% | +11.6% |
| 1Y | +42.4% | +27.9% | +14.6% | +37.2% |
| 3Y | +48.1% | +54.3% | -6.2% | +38.9% |
| 5Y | -67.8% | +37.2% | -105.0% | -69.4% |
| 10Y | -48.5% | +293.1% | -341.5% | -56.3% |
| All | +336.7% | +7,159.8% | -6,823.1% | +147.0% |
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