+162.1%
XLB vs VRSN
+291.2%
-129.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.7% | -1.7% |
| 7D | -2.9% | -1.0% | -1.9% | -2.6% |
| 30D | -3.4% | -1.9% | -1.5% | -2.8% |
| 3M | +1.6% | +1.4% | +0.2% | +0.5% |
| 6M | +3.6% | +19.0% | -15.4% | -4.4% |
| YTD | +14.2% | +19.2% | -5.0% | +4.7% |
| 1Y | +15.6% | +1.7% | +13.9% | +12.8% |
| 3Y | +33.1% | +41.4% | -8.3% | +10.9% |
| 5Y | +35.0% | +31.7% | +3.4% | +13.5% |
| All | +162.1% | +291.2% | -129.1% | +52.3% |
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 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