+7.6%
XLF vs VRSN
+4.1%
+3.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.7% | +0.5% |
| 7D | -1.5% | +0.2% | -1.7% | -1.5% |
| 30D | -1.2% | +3.8% | -4.9% | -1.5% |
| 3M | +9.2% | +5.0% | +4.2% | +8.6% |
| 6M | +16.3% | +24.9% | -8.5% | +13.1% |
| YTD | +5.4% | +21.6% | -16.2% | +2.3% |
| 1Y | +7.6% | +2.4% | +5.2% | +8.0% |
| All | +7.6% | +4.1% | +3.5% | +8.0% |
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