+43.4%
XLK vs VRSN
+7.9%
+35.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +0.7% | -0.2% | +0.9% | +0.8% |
| 3M | -2.9% | -0.3% | -2.6% | -2.0% |
| 6M | +34.3% | +23.0% | +11.3% | +35.8% |
| YTD | +30.4% | +21.3% | +9.1% | +32.7% |
| 1Y | +43.4% | +6.7% | +36.6% | +46.0% |
| All | +43.4% | +7.9% | +35.4% | +46.0% |
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