-1.5%
XLC vs VRSN
+2.8%
-4.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -1.7% | -1.5% | -0.1% | -1.5% |
| 30D | +0.2% | +0.7% | -0.5% | +0.1% |
| 3M | +0.7% | +0.6% | +0.1% | +0.3% |
| 6M | -4.5% | +21.7% | -26.2% | -6.7% |
| YTD | -4.7% | +20.0% | -24.7% | -7.0% |
| 1Y | -1.5% | +3.2% | -4.7% | +1.3% |
| All | -1.5% | +2.8% | -4.3% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling