+149.7%
XBI vs VRSN
+299.1%
-149.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.0% |
| 7D | -4.6% | +0.2% | -4.9% | -4.8% |
| 30D | -2.0% | +3.8% | -5.8% | -4.0% |
| 3M | +17.8% | +5.0% | +12.8% | +13.6% |
| 6M | +23.7% | +24.9% | -1.2% | +7.4% |
| YTD | +28.2% | +21.6% | +6.6% | +11.9% |
| 1Y | +64.0% | +2.4% | +61.6% | +57.0% |
| 3Y | +99.4% | +47.3% | +52.1% | +49.8% |
| 5Y | +19.3% | +34.7% | -15.4% | -6.9% |
| All | +149.7% | +299.1% | -149.4% | +18.1% |
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 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