+41.0%
XLE vs VRSN
+27.4%
+13.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.5% |
| 7D | -7.9% | -0.8% | -7.1% | -7.9% |
| 30D | -4.8% | +0.7% | -5.5% | -4.8% |
| 3M | +8.4% | +4.1% | +4.2% | +8.5% |
| 6M | +12.7% | +6.7% | +6.0% | +13.2% |
| YTD | +41.3% | +27.1% | +14.2% | +46.5% |
| All | +41.0% | +27.4% | +13.6% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling