+1,698.5%
VRSN vs ITOT
+885.8%
+812.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.2% |
| 7D | -1.0% | -0.4% | -0.7% | -0.7% |
| 30D | -1.9% | -1.6% | -0.3% | -0.3% |
| 3M | +1.4% | +3.5% | -2.2% | -2.6% |
| 6M | +19.0% | +13.1% | +5.9% | +4.1% |
| YTD | +19.2% | +12.7% | +6.5% | +4.1% |
| 1Y | +1.7% | +18.3% | -16.6% | -15.7% |
| 3Y | +41.4% | +76.4% | -35.0% | -25.0% |
| 5Y | +31.7% | +73.8% | -42.1% | -29.1% |
| 10Y | +290.3% | +301.2% | -11.0% | -17.5% |
| All | +1,698.5% | +885.8% | +812.6% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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