+473.2%
VLO vs VRSN
+34.7%
+438.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +9.6% | +1.4% | +8.2% | +9.4% |
| 30D | -17.4% | +3.9% | -21.2% | -17.9% |
| 3M | +10.8% | +9.3% | +1.4% | +9.1% |
| 6M | +56.9% | +6.7% | +50.3% | +55.1% |
| YTD | +136.8% | +30.0% | +106.7% | +124.7% |
| 1Y | +120.7% | +26.0% | +94.7% | +110.8% |
| 3Y | +231.9% | +53.1% | +178.8% | +199.6% |
| All | +473.2% | +34.7% | +438.5% | +413.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling