+43.0%
XLC vs VRSN
+37.7%
+5.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.4% |
| 7D | +3.5% | -1.2% | +4.7% | +3.9% |
| 30D | -2.6% | +3.8% | -6.3% | -4.0% |
| 3M | -2.1% | +9.5% | -11.6% | -5.6% |
| 6M | -5.5% | +10.3% | -15.7% | -9.7% |
| YTD | -6.9% | +30.5% | -37.4% | -17.8% |
| 1Y | -3.7% | +27.9% | -31.6% | -14.3% |
| 3Y | +64.2% | +54.3% | +9.9% | +29.2% |
| 5Y | +43.0% | +37.2% | +5.9% | +14.4% |
| All | +43.0% | +37.7% | +5.4% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling