+46.4%
VTRS vs VRSN
+33.8%
+12.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.5% |
| 7D | -2.2% | +0.2% | -2.4% | -2.2% |
| 30D | +3.3% | +3.8% | -0.4% | +2.5% |
| 3M | +2.0% | +5.0% | -3.0% | +0.7% |
| 6M | +19.9% | +24.9% | -4.9% | +13.1% |
| YTD | +35.7% | +21.6% | +14.1% | +28.5% |
| 1Y | +68.1% | +2.4% | +65.7% | +66.8% |
| 3Y | +87.1% | +47.3% | +39.7% | +64.0% |
| All | +46.4% | +33.8% | +12.5% | +24.4% |
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 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