+177.1%
XHB vs VRSN
+1,511.5%
-1,334.4%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -0.2% | +1.4% | -1.6% | -0.9% |
| 30D | +9.9% | +3.9% | +6.1% | +7.8% |
| 3M | -6.3% | +9.3% | -15.6% | -10.7% |
| 6M | +3.8% | +6.7% | -2.8% | -0.9% |
| YTD | +0.1% | +30.0% | -29.9% | -14.6% |
| 1Y | -0.8% | +26.0% | -26.8% | -14.1% |
| 3Y | +35.6% | +53.1% | -17.5% | +3.5% |
| 5Y | +29.6% | +35.0% | -5.5% | +4.3% |
| 10Y | +237.5% | +291.7% | -54.2% | +50.8% |
| All | +177.1% | +1,511.5% | -1,334.4% | -48.6% |
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