+111.7%
XME vs VRSN
+34.7%
+77.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | +0.3% | +1.4% | -1.1% | -0.1% |
| 30D | -6.1% | +3.9% | -10.0% | -7.2% |
| 3M | -18.6% | +9.3% | -28.0% | -20.8% |
| 6M | -23.9% | +6.7% | -30.5% | -25.8% |
| YTD | -9.3% | +30.0% | -39.4% | -18.6% |
| 1Y | +1.8% | +26.0% | -24.2% | -7.5% |
| 3Y | +93.0% | +53.1% | +39.9% | +54.8% |
| All | +111.7% | +34.7% | +77.0% | +69.8% |
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