+588.9%
VST vs VRSN
+34.5%
+554.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.1% | +11.6% | +10.7% |
| 7D | -9.8% | +0.5% | -10.3% | -9.9% |
| 30D | -25.1% | +4.9% | -30.1% | -25.7% |
| 3M | -11.6% | +5.8% | -17.4% | -12.4% |
| 6M | -20.9% | +12.6% | -33.5% | -22.7% |
| YTD | -22.3% | +28.2% | -50.5% | -26.7% |
| 1Y | -32.0% | +30.4% | -62.4% | -36.2% |
| 3Y | +262.4% | +54.6% | +207.8% | +215.6% |
| All | +588.9% | +34.5% | +554.4% | +498.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling