+178.7%
XHB vs VRSN
+1,403.7%
-1,225.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | -1.3% | +0.1% | -1.3% | -1.3% |
| 30D | -6.9% | -0.2% | -6.7% | -7.0% |
| 3M | -1.3% | -0.3% | -1.0% | -2.1% |
| 6M | -6.8% | +23.0% | -29.8% | -17.6% |
| YTD | +0.7% | +21.3% | -20.6% | -10.9% |
| 1Y | -11.2% | +6.7% | -18.0% | -16.4% |
| 3Y | +25.3% | +45.0% | -19.6% | -1.7% |
| 5Y | +37.3% | +35.0% | +2.3% | +10.5% |
| 10Y | +211.5% | +276.3% | -64.8% | +41.8% |
| All | +178.7% | +1,403.7% | -1,225.0% | -46.4% |
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