+953.6%
VRT vs VRSN
+30.8%
+922.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.7% | -11.3% | -10.1% |
| 7D | +2.4% | -1.0% | +3.5% | +2.6% |
| 30D | -2.7% | -1.9% | -0.8% | -2.3% |
| 3M | -9.2% | +1.4% | -10.6% | -10.7% |
| 6M | -0.5% | +19.0% | -19.6% | -10.3% |
| YTD | +62.3% | +19.2% | +43.1% | +44.5% |
| 1Y | +109.6% | +1.7% | +107.9% | +103.9% |
| 3Y | +573.1% | +41.4% | +531.6% | +411.2% |
| 5Y | +953.6% | +31.7% | +922.0% | +734.7% |
| All | +953.6% | +30.8% | +922.9% | +734.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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