+1,250.4%
VUG vs VRSN
+1,979.6%
-729.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | -0.3% | -0.2% | -0.2% | -0.4% |
| 3M | -0.7% | -0.3% | -0.4% | -1.3% |
| 6M | +14.6% | +23.0% | -8.4% | +4.8% |
| YTD | +9.0% | +21.3% | -12.3% | -0.3% |
| 1Y | +14.9% | +6.7% | +8.1% | +9.9% |
| 3Y | +86.0% | +45.0% | +41.1% | +55.9% |
| 5Y | +76.7% | +35.0% | +41.7% | +51.7% |
| 10Y | +411.3% | +276.3% | +135.0% | +211.3% |
| All | +1,250.4% | +1,979.6% | -729.2% | +363.3% |
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