+881.3%
VRSN vs VT
+345.0%
+536.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | +1.8% |
| 7D | +2.0% | -4.2% | +6.2% | +5.9% |
| 30D | +6.5% | -5.8% | +12.3% | +12.2% |
| 3M | +6.7% | -5.2% | +11.9% | +11.8% |
| 6M | +13.8% | +0.1% | +13.7% | +12.5% |
| YTD | +29.6% | +8.2% | +21.4% | +18.3% |
| 1Y | +29.5% | +10.1% | +19.3% | +16.1% |
| 3Y | +56.9% | +69.7% | -12.8% | -7.9% |
| 5Y | +36.6% | +53.4% | -16.8% | -11.6% |
| 10Y | +298.3% | +219.2% | +79.1% | +28.7% |
| All | +881.3% | +345.0% | +536.3% | +144.2% |
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