+176.8%
VTRS vs VRSN
+6,532.2%
-6,355.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.3% | -0.9% |
| 7D | -3.5% | -1.0% | -2.4% | -3.3% |
| 30D | +2.1% | -1.9% | +4.0% | +2.3% |
| 3M | +2.6% | +1.4% | +1.2% | +2.3% |
| 6M | +17.8% | +19.0% | -1.3% | +14.9% |
| YTD | +35.7% | +19.2% | +16.4% | +32.0% |
| 1Y | +63.5% | +1.7% | +61.8% | +62.2% |
| 3Y | +85.1% | +41.4% | +43.7% | +75.6% |
| 5Y | +42.5% | +31.7% | +10.8% | +35.6% |
| 10Y | -48.2% | +290.3% | -338.5% | -56.6% |
| All | +176.8% | +6,532.2% | -6,355.4% | +51.5% |
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