+135.4%
XLP vs VRSN
+285.2%
-149.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.6% | -0.3% |
| 7D | +2.3% | -0.9% | +3.2% | +2.6% |
| 30D | +9.1% | +2.4% | +6.7% | +8.4% |
| 3M | +7.9% | +6.4% | +1.5% | +5.9% |
| 6M | +9.6% | +8.6% | +1.0% | +6.6% |
| YTD | +19.4% | +29.3% | -9.8% | +10.1% |
| 1Y | +22.4% | +27.2% | -4.8% | +13.3% |
| 3Y | +43.2% | +52.8% | -9.7% | +23.5% |
| 5Y | +42.6% | +36.7% | +5.8% | +24.9% |
| 10Y | +135.4% | +290.8% | -155.4% | +66.6% |
| All | +135.4% | +285.2% | -149.8% | +66.6% |
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