+290.3%
VST vs VRSN
+54.6%
+235.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.8% | -1.8% |
| 7D | -6.0% | -0.9% | -5.1% | -6.1% |
| 30D | -18.8% | +2.4% | -21.2% | -18.5% |
| 3M | -8.0% | +6.4% | -14.4% | -7.2% |
| 6M | -10.9% | +8.6% | -19.5% | -9.3% |
| YTD | -18.3% | +29.3% | -47.6% | -16.4% |
| 1Y | -29.9% | +27.2% | -57.1% | -28.3% |
| 3Y | +290.3% | +52.8% | +237.5% | +324.0% |
| All | +290.3% | +54.6% | +235.7% | +324.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling