+34.4%
VRSN vs VO
+36.6%
-2.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.7% | -2.9% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | +0.7% | +0.5% | +0.2% | +0.2% |
| 3M | +4.1% | -1.0% | +5.2% | +4.8% |
| 6M | +6.7% | +6.4% | +0.3% | +1.5% |
| YTD | +27.1% | +13.6% | +13.5% | +14.5% |
| 1Y | +28.0% | +14.5% | +13.5% | +14.6% |
| 3Y | +52.6% | +67.2% | -14.6% | -2.9% |
| All | +34.4% | +36.6% | -2.2% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling