+348.0%
VT vs VRSN
+861.1%
-513.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.3% |
| 7D | -4.2% | +2.0% | -6.2% | -4.9% |
| 30D | -5.8% | +6.5% | -12.3% | -8.2% |
| 3M | -5.2% | +6.7% | -11.9% | -7.9% |
| 6M | +0.1% | +13.8% | -13.7% | -6.1% |
| YTD | +8.2% | +29.6% | -21.4% | -4.8% |
| 1Y | +10.1% | +29.5% | -19.3% | -3.2% |
| 3Y | +69.7% | +56.9% | +12.8% | +34.4% |
| 5Y | +53.4% | +36.6% | +16.8% | +26.7% |
| 10Y | +219.2% | +298.3% | -79.1% | +61.2% |
| All | +348.0% | +861.1% | -513.1% | +13.2% |
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