+827.8%
VOO vs VRSN
+1,041.5%
-213.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.2% |
| 7D | +0.1% | +0.1% | +0.1% | +0.1% |
| 30D | +0.1% | -0.2% | +0.2% | 0.0% |
| 3M | +2.0% | -0.3% | +2.3% | +1.4% |
| 6M | +13.0% | +23.0% | -9.9% | +2.9% |
| YTD | +13.6% | +21.3% | -7.8% | +3.4% |
| 1Y | +20.1% | +6.7% | +13.4% | +14.8% |
| 3Y | +77.6% | +45.0% | +32.6% | +46.9% |
| 5Y | +82.4% | +35.0% | +47.4% | +53.0% |
| 10Y | +316.8% | +276.3% | +40.5% | +142.1% |
| All | +827.8% | +1,041.5% | -213.7% | +234.7% |
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