+31.7%
VRSN vs TMF
-88.0%
+119.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.3% | +1.8% |
| 7D | -1.0% | -0.9% | -0.2% | -1.0% |
| 30D | -1.9% | -1.0% | -0.9% | -1.8% |
| 3M | +1.4% | -11.3% | +12.6% | +2.2% |
| 6M | +19.0% | -22.7% | +41.8% | +21.1% |
| YTD | +19.2% | -17.3% | +36.6% | +20.6% |
| 1Y | +1.7% | -22.5% | +24.2% | +3.3% |
| 3Y | +41.4% | -43.2% | +84.7% | +45.0% |
| 5Y | +31.7% | -88.3% | +120.0% | +46.7% |
| All | +31.7% | -88.0% | +119.6% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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