+1,494.3%
VRSN vs VIG
+655.7%
+838.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | +3.1% | -3.0% | -3.2% |
| 30D | +3.6% | +5.0% | -1.5% | -2.1% |
| 3M | +10.8% | +2.7% | +8.1% | +7.4% |
| 6M | +9.9% | +11.0% | -1.0% | -2.4% |
| YTD | +29.8% | +16.0% | +13.9% | +9.1% |
| 1Y | +26.3% | +16.3% | +10.0% | +5.7% |
| 3Y | +53.5% | +66.8% | -13.3% | -15.8% |
| 5Y | +34.8% | +64.8% | -30.0% | -24.4% |
| 10Y | +291.0% | +263.6% | +27.5% | -14.0% |
| All | +1,494.3% | +655.7% | +838.6% | +43.1% |
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