+112.2%
VSH vs VRSN
+2.9%
+109.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.9% |
| 7D | +3.5% | -1.0% | +4.6% | +3.4% |
| 30D | -4.4% | -1.9% | -2.5% | -4.4% |
| 3M | -45.8% | +1.4% | -47.2% | -44.4% |
| 6M | +90.1% | +19.0% | +71.1% | +93.5% |
| YTD | +120.3% | +19.2% | +101.1% | +126.7% |
| 1Y | +112.2% | +1.7% | +110.6% | +134.0% |
| All | +112.2% | +2.9% | +109.3% | +134.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling