+1,477.5%
XLK vs VRSN
+2,235.0%
-757.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.5% |
| 7D | +2.3% | -1.0% | +3.4% | +2.6% |
| 30D | +0.8% | -1.9% | +2.7% | +1.3% |
| 3M | +4.1% | +1.4% | +2.7% | +2.9% |
| 6M | +34.8% | +19.0% | +15.7% | +26.6% |
| YTD | +30.8% | +19.2% | +11.6% | +22.4% |
| 1Y | +42.4% | +1.7% | +40.7% | +39.1% |
| 3Y | +121.8% | +41.4% | +80.4% | +94.9% |
| 5Y | +146.6% | +31.7% | +115.0% | +121.5% |
| 10Y | +804.3% | +290.3% | +514.0% | +508.5% |
| All | +1,477.5% | +2,235.0% | -757.5% | +402.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling