+942.2%
VTI vs VRSN
+601.2%
+341.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -2.0% | -1.5% | -0.5% | -1.7% |
| 30D | -1.9% | +0.7% | -2.7% | -2.2% |
| 3M | +4.5% | +0.6% | +4.0% | +4.0% |
| 6M | +12.6% | +21.7% | -9.1% | +6.3% |
| YTD | +12.0% | +20.0% | -8.0% | +5.8% |
| 1Y | +17.3% | +3.2% | +14.2% | +15.0% |
| 3Y | +75.3% | +42.4% | +33.0% | +57.0% |
| 5Y | +74.0% | +33.0% | +41.0% | +57.7% |
| 10Y | +300.0% | +292.9% | +7.2% | +182.5% |
| All | +942.2% | +601.2% | +341.0% | +393.2% |
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