+129.7%
VTR vs VRSN
+44.6%
+85.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | +1.1% | +3.8% | -2.7% | +0.7% |
| 3M | +7.9% | +5.0% | +2.9% | +7.2% |
| 6M | +6.2% | +24.9% | -18.7% | +3.6% |
| YTD | +17.7% | +21.6% | -3.9% | +15.2% |
| 1Y | +32.9% | +2.4% | +30.5% | +33.2% |
| 3Y | +129.7% | +47.3% | +82.3% | +114.4% |
| All | +129.7% | +44.6% | +85.1% | +114.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling