+29.0%
VRSN vs VO
+43.2%
-14.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.0% |
| 7D | -2.1% | +0.6% | -2.8% | -2.6% |
| 30D | -3.9% | -1.1% | -2.9% | -3.2% |
| 3M | -0.1% | +4.5% | -4.7% | -3.5% |
| 6M | +16.4% | +11.1% | +5.3% | +7.2% |
| YTD | +17.2% | +13.5% | +3.7% | +5.8% |
| 1Y | +1.0% | +14.5% | -13.5% | -9.5% |
| 3Y | +39.1% | +58.1% | -19.0% | -7.0% |
| 5Y | +29.0% | +43.3% | -14.3% | -5.9% |
| All | +29.0% | +43.2% | -14.2% | -5.9% |
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