+76.3%
VUG vs VRSN
+30.0%
+46.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +1.0% |
| 7D | +0.9% | -2.1% | +3.0% | +1.7% |
| 30D | -1.4% | -3.9% | +2.5% | 0.0% |
| 3M | +2.3% | -0.1% | +2.5% | +1.7% |
| 6M | +15.7% | +16.4% | -0.7% | +6.2% |
| YTD | +8.6% | +17.2% | -8.6% | -1.2% |
| 1Y | +14.1% | +1.0% | +13.1% | +11.6% |
| 3Y | +87.9% | +39.1% | +48.8% | +49.2% |
| 5Y | +76.3% | +29.0% | +47.3% | +47.1% |
| All | +76.3% | +30.0% | +46.3% | +47.1% |
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