+222.7%
VT vs VRSN
+291.7%
-68.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | -2.5% | +3.6% | -6.1% | -3.8% |
| 3M | -3.3% | +10.8% | -14.1% | -7.1% |
| 6M | +1.5% | +9.9% | -8.4% | -3.0% |
| YTD | +11.4% | +29.8% | -18.5% | -1.3% |
| 1Y | +11.9% | +26.3% | -14.4% | +0.2% |
| 3Y | +73.9% | +53.5% | +20.4% | +39.9% |
| 5Y | +57.9% | +34.8% | +23.1% | +31.8% |
| All | +222.7% | +291.7% | -68.9% | +83.6% |
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 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