+37.8%
XLC vs VRSN
+30.0%
+7.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.8% |
| 7D | +0.6% | -2.1% | +2.7% | +1.4% |
| 30D | +0.2% | -3.9% | +4.2% | +1.7% |
| 3M | +0.6% | -0.1% | +0.8% | +0.3% |
| 6M | -4.5% | +16.4% | -20.9% | -11.3% |
| YTD | -4.7% | +17.2% | -22.0% | -12.2% |
| 1Y | -1.7% | +1.0% | -2.6% | -3.2% |
| 3Y | +72.3% | +39.1% | +33.2% | +41.2% |
| 5Y | +37.8% | +29.0% | +8.7% | +15.8% |
| All | +37.8% | +30.0% | +7.7% | +15.8% |
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 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