-30.5%
VSH vs VRSN
+10.2%
-40.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.1% |
| 7D | +14.3% | +1.4% | +12.9% | +15.0% |
| 30D | -7.9% | +3.9% | -11.7% | -6.3% |
| 3M | -19.9% | +9.3% | -29.2% | -16.2% |
| 6M | -30.5% | +6.7% | -37.2% | -18.0% |
| All | -30.5% | +10.2% | -40.7% | -18.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling