+2,260.0%
VGT vs VRSN
+1,943.0%
+316.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.8% |
| 7D | +1.5% | -1.0% | +2.5% | +1.9% |
| 30D | +0.5% | -1.9% | +2.4% | +1.1% |
| 3M | +5.3% | +1.4% | +3.9% | +3.6% |
| 6M | +32.4% | +19.0% | +13.4% | +21.1% |
| YTD | +28.6% | +19.2% | +9.4% | +16.8% |
| 1Y | +37.6% | +1.7% | +36.0% | +33.2% |
| 3Y | +125.5% | +41.4% | +84.1% | +86.2% |
| 5Y | +135.2% | +31.7% | +103.5% | +99.8% |
| 10Y | +812.9% | +290.3% | +522.6% | +419.5% |
| All | +2,260.0% | +1,943.0% | +316.9% | +591.5% |
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