+30.5%
XEL vs VRSN
+32.1%
-1.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -1.2% | -1.5% | +0.3% | -1.0% |
| 30D | -2.9% | +0.7% | -3.6% | -3.1% |
| 3M | -2.7% | +0.6% | -3.3% | -3.0% |
| 6M | -6.5% | +21.7% | -28.3% | -10.9% |
| YTD | +3.6% | +20.0% | -16.4% | -1.1% |
| 1Y | +7.5% | +3.2% | +4.3% | +6.2% |
| 3Y | +46.3% | +42.4% | +4.0% | +30.9% |
| 5Y | +30.5% | +33.0% | -2.4% | +12.9% |
| All | +30.5% | +32.1% | -1.5% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling