+412.4%
VUG vs VRSN
+291.2%
+121.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -1.3% |
| 7D | +0.1% | -1.0% | +1.1% | +0.6% |
| 30D | -1.7% | -1.9% | +0.2% | -1.0% |
| 3M | +2.8% | +1.4% | +1.4% | +1.2% |
| 6M | +13.6% | +19.0% | -5.4% | +1.9% |
| YTD | +8.1% | +19.2% | -11.1% | -3.8% |
| 1Y | +13.1% | +1.7% | +11.4% | +9.2% |
| 3Y | +87.0% | +41.4% | +45.5% | +45.8% |
| 5Y | +76.0% | +31.7% | +44.3% | +40.9% |
| All | +412.4% | +291.2% | +121.2% | +179.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling