+2,723.0%
VRT vs VRSN
+102.4%
+2,620.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.5% |
| 7D | +9.1% | +0.1% | +9.1% | +9.1% |
| 30D | +0.9% | -0.2% | +1.1% | +0.8% |
| 3M | -13.4% | -0.3% | -13.1% | -14.3% |
| 6M | +11.7% | +23.0% | -11.3% | +0.4% |
| YTD | +73.2% | +21.3% | +51.9% | +55.0% |
| 1Y | +123.4% | +6.7% | +116.7% | +111.3% |
| 3Y | +606.2% | +45.0% | +561.2% | +462.4% |
| 5Y | +899.9% | +35.0% | +864.9% | +717.2% |
| All | +2,723.0% | +102.4% | +2,620.6% | +2,049.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling