+135.8%
XLC vs VRSN
+122.6%
+13.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.3% |
| 7D | +3.5% | -1.2% | +4.7% | +4.0% |
| 30D | -2.6% | +3.8% | -6.3% | -4.2% |
| 3M | -2.1% | +9.5% | -11.6% | -6.3% |
| 6M | -5.5% | +10.3% | -15.7% | -10.4% |
| YTD | -6.9% | +30.5% | -37.4% | -19.4% |
| 1Y | -3.7% | +27.9% | -31.6% | -15.9% |
| 3Y | +64.2% | +54.3% | +9.9% | +26.5% |
| 5Y | +43.0% | +37.2% | +5.9% | +15.0% |
| All | +135.8% | +122.6% | +13.2% | +50.0% |
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