+54.6%
VRSN vs VLTO
+69.5%
-14.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.5% | -1.2% |
| 7D | +0.5% | +5.4% | -4.9% | -0.9% |
| 30D | +4.9% | +22.3% | -17.4% | -0.7% |
| 3M | +5.8% | +19.6% | -13.8% | +0.7% |
| 6M | +12.6% | +35.2% | -22.6% | +3.4% |
| YTD | +28.2% | +17.9% | +10.4% | +21.9% |
| 1Y | +30.4% | +19.5% | +10.9% | +23.5% |
| 3Y | +54.6% | +73.9% | -19.3% | +45.2% |
| All | +54.6% | +69.5% | -14.9% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling