+44.4%
VRSN vs VIG
+55.4%
-11.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.0% |
| 7D | -1.0% | -1.2% | +0.1% | -0.3% |
| 30D | -1.9% | -2.8% | +0.9% | -0.2% |
| 3M | +1.4% | +2.5% | -1.1% | -0.2% |
| 6M | +19.0% | +8.1% | +11.0% | +13.3% |
| YTD | +19.2% | +9.6% | +9.6% | +12.1% |
| 1Y | +1.7% | +14.2% | -12.5% | -7.2% |
| All | +44.4% | +55.4% | -11.0% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling