+379.1%
VSH vs VRSN
+6,651.0%
-6,272.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.9% | +4.6% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | -4.2% | -0.2% | -4.0% | -4.3% |
| 3M | -50.0% | -0.3% | -49.7% | -50.6% |
| 6M | +80.2% | +23.0% | +57.2% | +66.3% |
| YTD | +121.1% | +21.3% | +99.7% | +104.0% |
| 1Y | +112.0% | +6.7% | +105.3% | +103.5% |
| 3Y | +22.5% | +45.0% | -22.4% | +5.5% |
| 5Y | +64.0% | +35.0% | +29.0% | +43.8% |
| 10Y | +170.4% | +276.3% | -106.0% | +73.8% |
| All | +379.1% | +6,651.0% | -6,272.0% | +74.2% |
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