+90.3%
VTR vs VRSN
+32.1%
+58.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.0% |
| 7D | -1.8% | -1.5% | -0.3% | -1.5% |
| 30D | +4.0% | +0.7% | +3.3% | +3.8% |
| 3M | +7.8% | +0.6% | +7.3% | +7.5% |
| 6M | +6.4% | +21.7% | -15.4% | +1.3% |
| YTD | +18.3% | +20.0% | -1.7% | +12.7% |
| 1Y | +33.9% | +3.2% | +30.8% | +32.5% |
| 3Y | +134.3% | +42.4% | +91.9% | +108.9% |
| 5Y | +90.3% | +33.0% | +57.3% | +70.1% |
| All | +90.3% | +32.1% | +58.2% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling