+367.1%
VT vs VRSN
+879.5%
-512.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.2% |
| 7D | -0.3% | +3.6% | -3.9% | -1.7% |
| 30D | -1.4% | +8.8% | -10.3% | -4.8% |
| 3M | -1.4% | +6.6% | -8.0% | -4.2% |
| 6M | +5.5% | +16.7% | -11.2% | -2.1% |
| YTD | +12.8% | +32.1% | -19.3% | -1.6% |
| 1Y | +15.4% | +34.1% | -18.6% | 0.0% |
| 3Y | +76.9% | +59.9% | +17.0% | +39.1% |
| 5Y | +60.4% | +40.5% | +19.9% | +30.9% |
| 10Y | +232.8% | +305.9% | -73.1% | +66.8% |
| All | +367.1% | +879.5% | -512.4% | +17.0% |
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