+219.8%
VT vs VRSN
+289.3%
-69.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.5% | +2.9% |
| 7D | +0.4% | -0.8% | +1.2% | +0.7% |
| 30D | -2.6% | +0.7% | -3.3% | -2.9% |
| 3M | -3.2% | +4.1% | -7.4% | -4.9% |
| 6M | +0.9% | +6.7% | -5.8% | -2.5% |
| YTD | +11.3% | +27.1% | -15.8% | -0.6% |
| 1Y | +14.0% | +28.0% | -14.0% | +1.4% |
| 3Y | +75.8% | +52.6% | +23.2% | +41.7% |
| 5Y | +57.8% | +33.3% | +24.5% | +32.2% |
| 10Y | +219.8% | +279.5% | -59.7% | +86.3% |
| All | +219.8% | +289.3% | -69.5% | +86.3% |
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