+34.5%
XLB vs VRSN
+38.4%
-3.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.4% |
| 7D | -0.2% | -2.1% | +1.9% | +0.1% |
| 30D | -1.7% | -3.9% | +2.2% | -1.2% |
| 3M | +4.4% | -0.1% | +4.5% | +4.1% |
| 6M | +5.0% | +16.4% | -11.4% | +1.3% |
| YTD | +15.5% | +17.2% | -1.8% | +11.0% |
| 1Y | +14.9% | +1.0% | +13.9% | +14.9% |
| 3Y | +34.5% | +39.1% | -4.6% | +19.7% |
| All | +34.5% | +38.4% | -3.8% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling