+387.0%
VNQ vs VRSN
+1,728.1%
-1,341.1%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.7% |
| 7D | -0.9% | -1.0% | +0.2% | -0.5% |
| 30D | -2.2% | -1.9% | -0.3% | -1.6% |
| 3M | -1.9% | +1.4% | -3.3% | -3.1% |
| 6M | +3.2% | +19.0% | -15.8% | -5.5% |
| YTD | +9.4% | +19.2% | -9.8% | -0.5% |
| 1Y | +7.5% | +1.7% | +5.8% | +4.5% |
| 3Y | +31.1% | +41.4% | -10.4% | +7.9% |
| 5Y | +6.6% | +31.7% | -25.1% | -11.1% |
| 10Y | +63.9% | +290.3% | -226.3% | -19.5% |
| All | +387.0% | +1,728.1% | -1,341.1% | +13.6% |
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 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