+128.8%
XLP vs VRSN
+289.3%
-160.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | +0.1% | -0.8% | +0.9% | +0.3% |
| 30D | +8.9% | +0.7% | +8.3% | +8.7% |
| 3M | +7.5% | +4.1% | +3.3% | +6.1% |
| 6M | +9.4% | +6.7% | +2.7% | +7.0% |
| YTD | +19.3% | +27.1% | -7.8% | +10.4% |
| 1Y | +21.7% | +28.0% | -6.2% | +12.4% |
| 3Y | +44.0% | +52.6% | -8.6% | +24.1% |
| 5Y | +42.8% | +33.3% | +9.5% | +26.0% |
| 10Y | +128.8% | +279.5% | -150.7% | +61.2% |
| All | +128.8% | +289.3% | -160.5% | +61.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling