+1,497.1%
VRSN vs VIG
+655.8%
+841.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.4% | +3.5% | -2.1% | -2.4% |
| 30D | +3.9% | +4.9% | -1.1% | -1.7% |
| 3M | +9.3% | +2.5% | +6.8% | +6.2% |
| 6M | +6.7% | +11.0% | -4.4% | -5.4% |
| YTD | +30.0% | +16.0% | +14.1% | +9.3% |
| 1Y | +26.0% | +17.5% | +8.5% | +4.2% |
| 3Y | +53.1% | +67.0% | -13.9% | -16.1% |
| 5Y | +35.0% | +64.8% | -29.8% | -24.3% |
| 10Y | +291.7% | +263.6% | +28.1% | -13.8% |
| All | +1,497.1% | +655.8% | +841.3% | +43.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling