+354.0%
VRSN vs TRU
+228.6%
+125.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -2.5% |
| 7D | -2.1% | -7.2% | +5.1% | +0.2% |
| 30D | -3.9% | -2.8% | -1.1% | -3.2% |
| 3M | -0.1% | +13.0% | -13.2% | -4.4% |
| 6M | +16.4% | +0.7% | +15.7% | +15.0% |
| YTD | +17.2% | -9.0% | +26.2% | +18.7% |
| 1Y | +1.0% | -16.3% | +17.3% | +4.5% |
| 3Y | +39.1% | -1.1% | +40.2% | +26.8% |
| 5Y | +29.0% | -36.0% | +65.0% | +38.1% |
| 10Y | +275.8% | +139.9% | +135.9% | +142.1% |
| All | +354.0% | +228.6% | +125.5% | +169.8% |
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