+204.0%
XHB vs VRSN
+293.8%
-89.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | -5.2% | -1.5% | -3.7% | -4.6% |
| 30D | -12.1% | +0.7% | -12.9% | -12.6% |
| 3M | -6.2% | +0.6% | -6.8% | -7.2% |
| 6M | -6.7% | +21.7% | -28.4% | -16.4% |
| YTD | -5.5% | +20.0% | -25.5% | -15.2% |
| 1Y | -15.6% | +3.2% | -18.8% | -18.7% |
| 3Y | +22.0% | +42.4% | -20.4% | -2.7% |
| 5Y | +31.8% | +33.0% | -1.1% | +7.2% |
| All | +204.0% | +293.8% | -89.8% | +69.5% |
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