+47.7%
XLE vs VRSN
+26.4%
+21.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +5.4% | +1.4% | +4.0% | +5.5% |
| 30D | -3.9% | +3.9% | -7.8% | -3.8% |
| 3M | +7.0% | +9.3% | -2.3% | +7.3% |
| 6M | +14.2% | +6.7% | +7.6% | +14.4% |
| YTD | +48.2% | +30.0% | +18.1% | +53.7% |
| 1Y | +47.7% | +26.0% | +21.7% | +52.4% |
| All | +47.7% | +26.4% | +21.3% | +52.4% |
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 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