+163.9%
XLE vs VRSN
+289.3%
-125.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | -7.9% | -0.8% | -7.1% | -7.7% |
| 30D | -4.8% | +0.7% | -5.5% | -5.1% |
| 3M | +8.4% | +4.1% | +4.2% | +6.6% |
| 6M | +12.7% | +6.7% | +6.0% | +9.5% |
| YTD | +41.3% | +27.1% | +14.2% | +28.5% |
| 1Y | +42.3% | +28.0% | +14.3% | +29.0% |
| 3Y | +65.1% | +52.6% | +12.5% | +37.2% |
| 5Y | +150.2% | +33.3% | +116.9% | +113.7% |
| 10Y | +163.9% | +279.5% | -115.6% | +66.4% |
| All | +163.9% | +289.3% | -125.4% | +66.4% |
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 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