+715.8%
VTV vs VRSN
+1,943.0%
-1,227.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.9% |
| 7D | -0.7% | -1.0% | +0.4% | -0.4% |
| 30D | -0.5% | -1.9% | +1.4% | 0.0% |
| 3M | +5.3% | +1.4% | +3.9% | +4.2% |
| 6M | +12.9% | +19.0% | -6.2% | +5.5% |
| YTD | +18.5% | +19.2% | -0.7% | +10.2% |
| 1Y | +25.3% | +1.7% | +23.6% | +22.5% |
| 3Y | +68.2% | +41.4% | +26.8% | +45.4% |
| 5Y | +80.6% | +31.7% | +49.0% | +57.2% |
| 10Y | +232.9% | +290.3% | -57.3% | +99.7% |
| All | +715.8% | +1,943.0% | -1,227.3% | +186.1% |
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 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