+148.7%
XLK vs VRSN
+33.8%
+114.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.8% |
| 7D | +0.2% | +0.2% | 0.0% | +0.1% |
| 30D | -0.6% | +3.8% | -4.4% | -2.2% |
| 3M | +2.6% | +5.0% | -2.5% | -0.2% |
| 6M | +34.0% | +24.9% | +9.1% | +19.0% |
| YTD | +30.7% | +21.6% | +9.1% | +16.8% |
| 1Y | +39.2% | +2.4% | +36.8% | +35.7% |
| 3Y | +120.4% | +47.3% | +73.1% | +68.6% |
| All | +148.7% | +33.8% | +114.9% | +102.7% |
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