+911.8%
VLO vs VRSN
+293.8%
+618.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | +4.0% | -1.5% | +5.5% | +4.4% |
| 30D | +19.0% | +0.7% | +18.3% | +18.5% |
| 3M | +50.0% | +0.6% | +49.4% | +48.8% |
| 6M | +79.1% | +21.7% | +57.4% | +65.8% |
| YTD | +140.3% | +20.0% | +120.3% | +122.3% |
| 1Y | +148.3% | +3.2% | +145.2% | +142.0% |
| 3Y | +194.6% | +42.4% | +152.3% | +150.5% |
| 5Y | +609.6% | +33.0% | +576.6% | +501.2% |
| All | +911.8% | +293.8% | +618.0% | +474.1% |
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