+113.0%
VWO vs VRSN
+299.1%
-186.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.3% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -0.1% | +3.8% | -3.9% | -1.3% |
| 3M | +2.2% | +5.0% | -2.8% | +0.2% |
| 6M | +8.8% | +24.9% | -16.1% | +0.2% |
| YTD | +12.4% | +21.6% | -9.2% | +4.0% |
| 1Y | +15.6% | +2.4% | +13.2% | +13.1% |
| 3Y | +62.5% | +47.3% | +15.2% | +37.5% |
| 5Y | +34.3% | +34.7% | -0.5% | +14.6% |
| All | +113.0% | +299.1% | -186.1% | +23.2% |
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