+1,304.2%
VRSN vs EFV
+258.8%
+1,045.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | +0.1% | +1.5% | -1.4% | -1.0% |
| 30D | -0.2% | +1.7% | -1.9% | -1.4% |
| 3M | -0.3% | +8.6% | -8.9% | -6.5% |
| 6M | +23.0% | +11.7% | +11.3% | +12.5% |
| YTD | +21.3% | +19.3% | +2.1% | +5.1% |
| 1Y | +6.7% | +30.2% | -23.5% | -13.5% |
| 3Y | +45.0% | +91.6% | -46.6% | -13.2% |
| 5Y | +35.0% | +96.4% | -61.4% | -21.3% |
| 10Y | +276.3% | +166.5% | +109.9% | +68.8% |
| All | +1,304.2% | +258.8% | +1,045.4% | +427.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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