+818.5%
VRSN vs VT
+374.2%
+444.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.1% | +0.4% | -0.4% | -0.4% |
| 30D | -0.2% | +1.0% | -1.1% | -1.1% |
| 3M | -0.3% | +2.4% | -2.7% | -3.1% |
| 6M | +23.0% | +12.0% | +11.0% | +9.5% |
| YTD | +21.3% | +15.3% | +6.0% | +4.7% |
| 1Y | +6.7% | +22.6% | -15.9% | -13.1% |
| 3Y | +45.0% | +74.7% | -29.7% | -17.0% |
| 5Y | +35.0% | +66.1% | -31.1% | -18.6% |
| 10Y | +276.3% | +225.0% | +51.3% | +19.9% |
| All | +818.5% | +374.2% | +444.3% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling