+27.0%
VRSN vs VLTO
+21.7%
+5.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | -1.2% | +1.5% | -2.7% | -1.7% |
| 30D | +3.8% | +20.9% | -17.2% | -2.3% |
| 3M | +9.5% | +21.4% | -11.9% | +3.0% |
| 6M | +10.3% | +37.6% | -27.3% | -1.2% |
| YTD | +30.5% | +19.5% | +10.9% | +22.9% |
| All | +27.0% | +21.7% | +5.2% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling