+1,216.9%
VST vs VRSN
+280.2%
+936.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.6% |
| 7D | +8.9% | +0.1% | +8.9% | +8.9% |
| 30D | +6.2% | -0.2% | +6.4% | +6.1% |
| 3M | -2.7% | -0.3% | -2.4% | -3.2% |
| 6M | -8.4% | +23.0% | -31.3% | -15.4% |
| YTD | -7.2% | +21.3% | -28.5% | -14.2% |
| 1Y | -20.9% | +6.7% | -27.6% | -23.9% |
| 3Y | +384.0% | +45.0% | +339.0% | +308.1% |
| 5Y | +757.1% | +35.0% | +722.0% | +626.5% |
| All | +1,216.9% | +280.2% | +936.6% | +684.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling