+302.3%
VSH vs VRSN
+7,135.0%
-6,832.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.3% |
| 7D | +14.3% | +1.4% | +12.9% | +13.8% |
| 30D | -7.9% | +3.9% | -11.7% | -8.9% |
| 3M | -19.9% | +9.3% | -29.2% | -22.2% |
| 6M | -30.5% | +6.7% | -37.2% | -32.8% |
| YTD | +85.7% | +30.0% | +55.6% | +67.5% |
| 1Y | +98.9% | +26.0% | +72.9% | +81.2% |
| 3Y | +32.1% | +53.1% | -21.0% | +11.9% |
| 5Y | +39.7% | +35.0% | +4.7% | +22.4% |
| 10Y | +117.6% | +291.7% | -174.1% | +38.2% |
| All | +302.3% | +7,135.0% | -6,832.7% | +43.0% |
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 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