+192.7%
VLO vs VRSN
+38.4%
+154.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.4% | +6.7% | +3.6% |
| 7D | +5.8% | -2.1% | +7.9% | +6.0% |
| 30D | +28.3% | -3.9% | +32.3% | +28.8% |
| 3M | +48.7% | -0.1% | +48.9% | +48.6% |
| 6M | +71.9% | +16.4% | +55.5% | +67.7% |
| YTD | +138.7% | +17.2% | +121.4% | +131.7% |
| 1Y | +148.5% | +1.0% | +147.5% | +150.1% |
| 3Y | +192.7% | +39.1% | +153.6% | +159.6% |
| All | +192.7% | +38.4% | +154.3% | +159.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling