+1,637.2%
VRSN vs TMF
-68.9%
+1,706.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +0.1% | -1.4% | +1.5% | -0.1% |
| 30D | -0.2% | -2.8% | +2.7% | -0.4% |
| 3M | -0.3% | -10.9% | +10.6% | -1.2% |
| 6M | +23.0% | -21.3% | +44.3% | +20.7% |
| YTD | +21.3% | -15.9% | +37.2% | +19.8% |
| 1Y | +6.7% | -15.7% | +22.5% | +5.5% |
| 3Y | +45.0% | -43.4% | +88.3% | +40.2% |
| 5Y | +35.0% | -87.8% | +122.8% | +10.1% |
| 10Y | +276.3% | -86.7% | +363.1% | +232.3% |
| All | +1,637.2% | -68.9% | +1,706.0% | +2,034.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling