+70.1%
VT vs VRSN
+55.3%
+14.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | -2.3% | +0.5% | -2.8% | -2.4% |
| 30D | -5.0% | +4.9% | -9.9% | -5.5% |
| 3M | -4.9% | +5.8% | -10.7% | -5.5% |
| 6M | -1.5% | +12.6% | -14.1% | -3.2% |
| YTD | +8.5% | +28.2% | -19.8% | +4.1% |
| 1Y | +11.4% | +30.4% | -19.1% | +6.4% |
| 3Y | +70.1% | +54.6% | +15.5% | +51.9% |
| All | +70.1% | +55.3% | +14.8% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling