+403.6%
VRSN vs TRU
+243.6%
+160.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +3.9% | +21.3% | -17.5% | -2.8% |
| 3M | +9.3% | +0.2% | +9.1% | +8.3% |
| 6M | +6.7% | +22.4% | -15.7% | -1.3% |
| YTD | +30.0% | -4.8% | +34.9% | +28.8% |
| 1Y | +26.0% | -0.2% | +26.2% | +22.7% |
| 3Y | +53.1% | +57.9% | -4.8% | +17.1% |
| 5Y | +35.0% | -26.1% | +61.2% | +35.7% |
| 10Y | +291.7% | +184.8% | +106.9% | +137.2% |
| All | +403.6% | +243.6% | +160.1% | +192.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling