+34.1%
VRSN vs VO
+16.3%
+17.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.5% | +1.3% |
| 7D | +3.6% | +1.0% | +2.6% | +3.5% |
| 30D | +8.8% | +2.6% | +6.2% | +8.6% |
| 3M | +6.6% | -0.3% | +6.9% | +6.4% |
| 6M | +16.7% | +7.6% | +9.1% | +16.2% |
| YTD | +32.1% | +14.7% | +17.4% | +29.9% |
| 1Y | +34.1% | +16.4% | +17.6% | +31.0% |
| All | +34.1% | +16.3% | +17.8% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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