+829.5%
XEL vs VRSN
+6,651.0%
-5,821.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -1.0% | +0.1% | -1.0% | -1.0% |
| 30D | -1.9% | -0.2% | -1.8% | -1.9% |
| 3M | -1.9% | -0.3% | -1.6% | -2.0% |
| 6M | -7.4% | +23.0% | -30.4% | -8.9% |
| YTD | +4.1% | +21.3% | -17.3% | +2.4% |
| 1Y | +8.0% | +6.7% | +1.3% | +7.2% |
| 3Y | +48.4% | +45.0% | +3.4% | +43.9% |
| 5Y | +27.2% | +35.0% | -7.8% | +23.5% |
| 10Y | +146.8% | +276.3% | -129.5% | +126.4% |
| All | +829.5% | +6,651.0% | -5,821.6% | +674.3% |
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