+1,202.4%
VUG vs VRSN
+2,136.3%
-933.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.3% |
| 7D | -1.1% | -1.2% | +0.2% | -0.6% |
| 30D | -7.0% | +3.8% | -10.8% | -8.3% |
| 3M | -3.7% | +9.5% | -13.2% | -7.1% |
| 6M | -1.6% | +10.3% | -11.9% | -6.0% |
| YTD | +5.1% | +30.5% | -25.3% | -6.5% |
| 1Y | +3.8% | +27.9% | -24.1% | -7.1% |
| 3Y | +79.9% | +54.3% | +25.6% | +47.4% |
| 5Y | +66.4% | +37.2% | +29.2% | +42.0% |
| 10Y | +405.3% | +293.1% | +112.2% | +202.5% |
| All | +1,202.4% | +2,136.3% | -933.9% | +334.6% |
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