+65.9%
VSH vs VRSN
+28.6%
+37.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.3% | +0.1% |
| 7D | +6.2% | -2.1% | +8.3% | +6.9% |
| 30D | -11.1% | -3.9% | -7.2% | -10.1% |
| 3M | -44.9% | -0.1% | -44.8% | -45.4% |
| 6M | +90.0% | +16.4% | +73.5% | +75.7% |
| YTD | +118.8% | +17.2% | +101.6% | +100.8% |
| 1Y | +109.0% | +1.0% | +108.0% | +105.4% |
| 3Y | +35.6% | +39.1% | -3.5% | +8.9% |
| All | +65.9% | +28.6% | +37.3% | +39.3% |
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 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