+72.3%
XLC vs VRSN
+38.4%
+33.9%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.2% |
| 7D | +0.6% | -2.1% | +2.7% | +1.0% |
| 30D | +0.2% | -3.9% | +4.2% | +1.0% |
| 3M | +0.6% | -0.1% | +0.8% | +0.5% |
| 6M | -4.5% | +16.4% | -20.9% | -8.0% |
| YTD | -4.7% | +17.2% | -22.0% | -8.5% |
| 1Y | -1.7% | +1.0% | -2.6% | -2.0% |
| 3Y | +72.3% | +39.1% | +33.2% | +54.8% |
| All | +72.3% | +38.4% | +33.9% | +54.8% |
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