+304.4%
VRSN vs VO
+197.6%
+106.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.4% | +3.1% | -1.7% | -1.1% |
| 30D | +3.9% | +2.2% | +1.7% | +1.9% |
| 3M | +9.3% | -2.5% | +11.8% | +11.4% |
| 6M | +6.7% | +7.0% | -0.3% | +0.4% |
| YTD | +30.0% | +14.0% | +16.1% | +15.5% |
| 1Y | +26.0% | +15.6% | +10.4% | +10.5% |
| 3Y | +53.1% | +66.2% | -13.0% | -3.6% |
| 5Y | +35.0% | +36.6% | -1.6% | +0.8% |
| All | +304.4% | +197.6% | +106.8% | +41.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling