+337.5%
VFC vs VRSN
+7,135.0%
-6,797.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.1% | +3.2% |
| 7D | +1.6% | +1.4% | +0.2% | +1.4% |
| 30D | +25.5% | +3.9% | +21.6% | +24.9% |
| 3M | +41.3% | +9.3% | +32.0% | +39.6% |
| 6M | +22.2% | +6.7% | +15.6% | +20.9% |
| YTD | +16.4% | +30.0% | -13.6% | +11.9% |
| 1Y | +38.4% | +26.0% | +12.4% | +33.5% |
| 3Y | +56.2% | +53.1% | +3.1% | +46.7% |
| 5Y | -68.2% | +35.0% | -103.2% | -69.6% |
| 10Y | -48.4% | +291.7% | -340.1% | -56.2% |
| All | +337.5% | +7,135.0% | -6,797.5% | +147.5% |
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