+33.0%
VRSN vs VIG
+61.5%
-28.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +1.1% |
| 7D | -1.5% | -2.2% | +0.7% | +0.5% |
| 30D | +0.7% | -3.2% | +3.9% | +3.8% |
| 3M | +0.6% | +3.0% | -2.5% | -2.4% |
| 6M | +21.7% | +8.1% | +13.6% | +12.7% |
| YTD | +20.0% | +9.1% | +11.0% | +9.7% |
| 1Y | +3.2% | +12.6% | -9.4% | -8.7% |
| 3Y | +42.4% | +55.4% | -13.0% | -13.1% |
| 5Y | +33.0% | +62.8% | -29.8% | -21.8% |
| All | +33.0% | +61.5% | -28.5% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling