+1,855.0%
VRT vs VRSN
+115.6%
+1,739.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.7% |
| 7D | -17.7% | -0.9% | -16.8% | -17.5% |
| 30D | -20.0% | +2.4% | -22.4% | -20.6% |
| 3M | -28.1% | +6.4% | -34.4% | -29.8% |
| 6M | -42.8% | +8.6% | -51.4% | -45.4% |
| YTD | +20.0% | +29.3% | -9.3% | +4.9% |
| 1Y | +3.5% | +27.2% | -23.7% | -8.9% |
| 3Y | +366.1% | +52.8% | +313.3% | +264.9% |
| 5Y | +632.2% | +36.7% | +595.4% | +496.0% |
| All | +1,855.0% | +115.6% | +1,739.4% | +1,353.6% |
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