+120.4%
XLK vs VRSN
+44.6%
+75.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.2% |
| 7D | +0.2% | +0.2% | 0.0% | +0.2% |
| 30D | -0.6% | +3.8% | -4.4% | -1.0% |
| 3M | +2.6% | +5.0% | -2.5% | +2.0% |
| 6M | +34.0% | +24.9% | +9.1% | +28.0% |
| YTD | +30.7% | +21.6% | +9.1% | +25.5% |
| 1Y | +39.2% | +2.4% | +36.8% | +40.0% |
| 3Y | +120.4% | +47.3% | +73.1% | +90.8% |
| All | +120.4% | +44.6% | +75.8% | +90.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling