+283.3%
VRSN vs VO
+200.7%
+82.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.3% |
| 7D | -1.0% | -0.6% | -0.5% | -0.6% |
| 30D | -1.9% | -1.9% | 0.0% | -0.4% |
| 3M | +1.4% | +3.3% | -1.9% | -1.5% |
| 6M | +19.0% | +9.7% | +9.4% | +9.7% |
| YTD | +19.2% | +12.6% | +6.6% | +7.1% |
| 1Y | +1.7% | +13.6% | -12.0% | -9.4% |
| 3Y | +41.4% | +56.8% | -15.4% | -6.3% |
| 5Y | +31.7% | +42.3% | -10.6% | -5.0% |
| All | +283.3% | +200.7% | +82.7% | +39.7% |
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