+20.7%
XLK vs VRSN
+31.7%
-11.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | +0.1% |
| 7D | -7.6% | +3.6% | -11.2% | -7.2% |
| 30D | -12.2% | +8.8% | -21.0% | -11.3% |
| 3M | -5.5% | +6.6% | -12.1% | -4.7% |
| 6M | +9.2% | +16.7% | -7.5% | +11.5% |
| YTD | +23.0% | +32.1% | -9.1% | +27.0% |
| 1Y | +20.7% | +34.1% | -13.4% | +24.1% |
| All | +20.7% | +31.7% | -11.0% | +24.1% |
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