+33.0%
VRSN vs TRU
-36.7%
+69.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.5% | -9.4% | +7.9% | +0.8% |
| 30D | +0.7% | -4.1% | +4.8% | +1.7% |
| 3M | +0.6% | +13.6% | -13.0% | -2.7% |
| 6M | +21.7% | +3.6% | +18.2% | +19.9% |
| YTD | +20.0% | -9.8% | +29.8% | +21.5% |
| 1Y | +3.2% | -13.6% | +16.8% | +5.2% |
| 3Y | +42.4% | -2.0% | +44.3% | +35.3% |
| 5Y | +33.0% | -35.8% | +68.8% | +54.9% |
| All | +33.0% | -36.7% | +69.6% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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