+253.9%
XLI vs VRSN
+299.1%
-45.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.3% | +0.6% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | -7.3% | +3.8% | -11.0% | -8.6% |
| 3M | -1.3% | +5.0% | -6.4% | -3.7% |
| 6M | +2.2% | +24.9% | -22.6% | -7.5% |
| YTD | +11.7% | +21.6% | -9.9% | +1.6% |
| 1Y | +14.3% | +2.4% | +11.8% | +11.2% |
| 3Y | +70.3% | +47.3% | +23.0% | +39.7% |
| 5Y | +82.3% | +34.7% | +47.6% | +51.8% |
| All | +253.9% | +299.1% | -45.2% | +109.9% |
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