+645.9%
VST vs VRSN
+35.4%
+610.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +19.2% | +0.1% | +19.0% | +19.1% |
| 30D | -17.2% | +3.6% | -20.7% | -17.6% |
| 3M | -8.1% | +10.8% | -18.9% | -9.6% |
| 6M | -8.1% | +9.9% | -18.1% | -9.7% |
| YTD | -16.3% | +29.8% | -46.1% | -21.1% |
| 1Y | -24.1% | +26.3% | -50.4% | -28.1% |
| 3Y | +300.2% | +53.5% | +246.7% | +250.7% |
| 5Y | +645.9% | +34.8% | +611.1% | +549.2% |
| All | +645.9% | +35.4% | +610.5% | +549.2% |
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