+142.5%
XLC vs VRSN
+107.0%
+35.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | +1.0% | -0.2% | +1.2% | +1.0% |
| 3M | -0.7% | -0.3% | -0.4% | -1.1% |
| 6M | -5.1% | +23.0% | -28.1% | -15.1% |
| YTD | -4.3% | +21.3% | -25.6% | -14.2% |
| 1Y | -0.6% | +6.7% | -7.3% | -5.4% |
| 3Y | +72.7% | +45.0% | +27.7% | +36.7% |
| 5Y | +38.0% | +35.0% | +3.0% | +11.3% |
| All | +142.5% | +107.0% | +35.4% | +59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling