-20.9%
VST vs VRSN
+7.9%
-28.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.4% |
| 7D | +8.9% | +0.1% | +8.9% | +8.9% |
| 30D | +6.2% | -0.2% | +6.4% | +6.3% |
| 3M | -2.7% | -0.3% | -2.4% | -1.6% |
| 6M | -8.4% | +23.0% | -31.3% | -2.6% |
| YTD | -7.2% | +21.3% | -28.5% | -1.7% |
| 1Y | -20.9% | +6.7% | -27.6% | -22.0% |
| All | -20.9% | +7.9% | -28.8% | -22.0% |
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