+800.0%
VGT vs VRSN
+299.1%
+500.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.5% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -0.4% | +3.8% | -4.2% | -2.6% |
| 3M | +4.4% | +5.0% | -0.6% | +0.5% |
| 6M | +32.1% | +24.9% | +7.2% | +13.7% |
| YTD | +28.8% | +21.6% | +7.2% | +11.6% |
| 1Y | +35.3% | +2.4% | +32.9% | +29.3% |
| 3Y | +124.8% | +47.3% | +77.4% | +65.4% |
| 5Y | +137.9% | +34.7% | +103.2% | +82.8% |
| All | +800.0% | +299.1% | +500.9% | +333.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling