+147.8%
XEL vs VRSN
+299.1%
-151.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | -3.9% | +3.8% | -7.7% | -5.0% |
| 3M | -2.8% | +5.0% | -7.8% | -4.5% |
| 6M | -5.4% | +24.9% | -30.3% | -11.9% |
| YTD | +3.8% | +21.6% | -17.9% | -3.0% |
| 1Y | +6.8% | +2.4% | +4.4% | +4.9% |
| 3Y | +45.6% | +47.3% | -1.8% | +25.9% |
| 5Y | +30.7% | +34.7% | -4.1% | +13.8% |
| All | +147.8% | +299.1% | -151.3% | +89.7% |
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