+170.7%
XLE vs VRSN
+274.2%
-103.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +2.2% |
| 7D | 0.0% | -2.1% | +2.1% | +0.6% |
| 30D | +12.6% | -3.9% | +16.6% | +13.9% |
| 3M | +11.8% | -0.1% | +12.0% | +11.3% |
| 6M | +16.1% | +16.4% | -0.3% | +9.3% |
| YTD | +46.9% | +17.2% | +29.6% | +37.3% |
| 1Y | +53.3% | +1.0% | +52.3% | +50.6% |
| 3Y | +54.9% | +39.1% | +15.8% | +32.8% |
| 5Y | +225.7% | +29.0% | +196.7% | +179.5% |
| 10Y | +170.7% | +275.8% | -105.2% | +68.9% |
| All | +170.7% | +274.2% | -103.5% | +68.9% |
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