+80.4%
XLI vs VRSN
+32.1%
+48.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | -2.3% | -1.5% | -0.8% | -1.9% |
| 30D | -8.2% | +0.7% | -8.9% | -8.4% |
| 3M | +0.8% | +0.6% | +0.2% | +0.2% |
| 6M | +0.8% | +21.7% | -20.9% | -6.1% |
| YTD | +10.5% | +20.0% | -9.5% | +3.0% |
| 1Y | +14.1% | +3.2% | +11.0% | +12.0% |
| 3Y | +68.6% | +42.4% | +26.2% | +44.2% |
| 5Y | +80.4% | +33.0% | +47.4% | +54.8% |
| All | +80.4% | +32.1% | +48.3% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling