+1,164.9%
VST vs VRSN
+292.3%
+872.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +6.6% | +1.4% | +5.2% | +6.1% |
| 30D | -12.4% | +3.9% | -16.2% | -13.4% |
| 3M | -9.0% | +9.3% | -18.3% | -11.5% |
| 6M | -6.4% | +6.7% | -13.1% | -8.9% |
| YTD | -17.2% | +30.0% | -47.2% | -25.1% |
| 1Y | -22.0% | +26.0% | -48.0% | -28.8% |
| 3Y | +296.7% | +53.1% | +243.5% | +229.3% |
| 5Y | +637.6% | +35.0% | +602.6% | +529.2% |
| All | +1,164.9% | +292.3% | +872.5% | +615.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling