+173.9%
XLE vs VRSN
+296.1%
-122.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.6% |
| 7D | -0.2% | -1.2% | +1.0% | +0.2% |
| 30D | -4.0% | +3.8% | -7.8% | -5.2% |
| 3M | +4.6% | +9.5% | -4.9% | +1.3% |
| 6M | +12.3% | +10.3% | +2.1% | +8.1% |
| YTD | +44.5% | +30.5% | +14.1% | +30.4% |
| 1Y | +42.4% | +27.9% | +14.5% | +29.3% |
| 3Y | +67.0% | +54.3% | +12.7% | +38.5% |
| 5Y | +161.9% | +37.2% | +124.7% | +121.7% |
| 10Y | +173.9% | +293.1% | -119.2% | +70.6% |
| All | +173.9% | +296.1% | -122.2% | +70.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling