+926.8%
XBI vs VRSN
+1,377.2%
-450.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.3% |
| 7D | -3.6% | -1.0% | -2.6% | -3.2% |
| 30D | +0.9% | -1.9% | +2.7% | +1.4% |
| 3M | +21.4% | +1.4% | +20.1% | +19.3% |
| 6M | +25.5% | +19.0% | +6.5% | +13.9% |
| YTD | +30.8% | +19.2% | +11.6% | +17.8% |
| 1Y | +68.6% | +1.7% | +66.9% | +62.6% |
| 3Y | +103.9% | +41.4% | +62.5% | +65.8% |
| 5Y | +20.8% | +31.7% | -10.9% | +0.9% |
| 10Y | +164.0% | +290.3% | -126.3% | +39.6% |
| All | +926.8% | +1,377.2% | -450.5% | +203.8% |
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