+169.4%
XLV vs VRSN
+299.1%
-129.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.6% |
| 7D | -3.6% | +0.2% | -3.8% | -3.6% |
| 30D | -1.8% | +3.8% | -5.6% | -3.1% |
| 3M | +7.8% | +5.0% | +2.8% | +5.6% |
| 6M | +9.1% | +24.9% | -15.8% | -0.1% |
| YTD | +7.7% | +21.6% | -13.9% | -0.8% |
| 1Y | +20.4% | +2.4% | +18.0% | +17.7% |
| 3Y | +30.8% | +47.3% | -16.6% | +9.7% |
| 5Y | +34.6% | +34.7% | -0.1% | +14.3% |
| All | +169.4% | +299.1% | -129.7% | +73.3% |
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