+9,984.7%
VLO vs VRSN
+6,651.0%
+3,333.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +5.2% | +0.1% | +5.2% | +5.2% |
| 30D | +22.6% | -0.2% | +22.8% | +22.5% |
| 3M | +43.8% | -0.3% | +44.1% | +43.5% |
| 6M | +65.7% | +23.0% | +42.8% | +60.3% |
| YTD | +131.1% | +21.3% | +109.8% | +123.5% |
| 1Y | +143.6% | +6.7% | +136.9% | +139.7% |
| 3Y | +201.4% | +45.0% | +156.4% | +182.8% |
| 5Y | +568.9% | +35.0% | +533.9% | +528.5% |
| 10Y | +891.8% | +276.3% | +615.5% | +714.9% |
| All | +9,984.7% | +6,651.0% | +3,333.7% | +5,267.3% |
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