+179.5%
VSH vs VRSN
+285.8%
-106.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.1% |
| 7D | +3.5% | -1.0% | +4.6% | +4.0% |
| 30D | -4.4% | -1.9% | -2.5% | -3.8% |
| 3M | -45.8% | +1.4% | -47.2% | -47.2% |
| 6M | +90.1% | +19.0% | +71.1% | +69.4% |
| YTD | +120.3% | +19.2% | +101.1% | +94.6% |
| 1Y | +112.2% | +1.7% | +110.6% | +104.1% |
| 3Y | +36.6% | +41.4% | -4.8% | +5.2% |
| 5Y | +67.0% | +31.7% | +35.4% | +31.5% |
| 10Y | +179.5% | +290.3% | -110.8% | +38.3% |
| All | +179.5% | +285.8% | -106.3% | +38.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling