+58.6%
VT vs VRSN
+36.4%
+22.2%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.9% |
| 7D | -0.1% | -0.9% | +0.7% | +0.1% |
| 30D | -3.1% | +2.4% | -5.5% | -3.7% |
| 3M | -3.5% | +6.4% | -9.9% | -5.3% |
| 6M | +0.5% | +8.6% | -8.1% | -2.4% |
| YTD | +10.8% | +29.3% | -18.5% | +0.9% |
| 1Y | +11.9% | +27.2% | -15.3% | +2.4% |
| 3Y | +73.0% | +52.8% | +20.1% | +44.0% |
| 5Y | +58.6% | +36.7% | +21.9% | +32.8% |
| All | +58.6% | +36.4% | +22.2% | +32.8% |
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