+44.4%
VMC vs VRSN
+35.4%
+9.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -1.7% | +0.1% | -1.8% | -1.7% |
| 30D | +15.3% | +3.6% | +11.7% | +14.0% |
| 3M | +0.3% | +10.8% | -10.5% | -3.0% |
| 6M | +0.9% | +9.9% | -9.1% | -2.8% |
| YTD | -1.0% | +29.8% | -30.8% | -10.8% |
| 1Y | -4.3% | +26.3% | -30.6% | -12.9% |
| 3Y | +35.3% | +53.5% | -18.2% | +10.1% |
| 5Y | +44.4% | +34.8% | +9.6% | +21.4% |
| All | +44.4% | +35.4% | +9.0% | +21.4% |
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