+29.5%
VRSN vs VSXY
+37.5%
-8.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.7% | +1.2% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | +3.8% | -18.7% | +22.4% | +4.9% |
| 3M | +5.0% | -4.0% | +9.0% | +5.1% |
| 6M | +24.9% | +67.5% | -42.6% | +20.0% |
| YTD | +21.6% | +39.7% | -18.0% | +17.9% |
| 1Y | +2.4% | +180.0% | -177.6% | -5.7% |
| 3Y | +47.3% | +337.3% | -289.9% | +25.1% |
| 5Y | +34.7% | +22.7% | +12.1% | +25.1% |
| All | +29.5% | +37.5% | -8.0% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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