+297.8%
VTI vs VRSN
+299.1%
-1.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.3% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | -1.4% | +3.8% | -5.2% | -3.1% |
| 3M | +3.6% | +5.0% | -1.4% | +0.8% |
| 6M | +13.6% | +24.9% | -11.3% | +1.7% |
| YTD | +12.9% | +21.6% | -8.7% | +1.6% |
| 1Y | +17.2% | +2.4% | +14.8% | +13.7% |
| 3Y | +75.7% | +47.3% | +28.3% | +40.3% |
| 5Y | +75.4% | +34.7% | +40.7% | +43.4% |
| All | +297.8% | +299.1% | -1.3% | +130.9% |
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 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