+181.5%
XME vs VRSN
+30.8%
+150.7%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.1% |
| 7D | -0.2% | -1.0% | +0.8% | 0.0% |
| 30D | +1.4% | -1.9% | +3.3% | +1.8% |
| 3M | +2.7% | +1.4% | +1.4% | +1.7% |
| 6M | +6.5% | +19.0% | -12.5% | -1.2% |
| YTD | +15.2% | +19.2% | -4.0% | +6.1% |
| 1Y | +43.5% | +1.7% | +41.8% | +41.2% |
| 3Y | +135.9% | +41.4% | +94.4% | +93.5% |
| 5Y | +181.5% | +31.7% | +149.8% | +129.8% |
| All | +181.5% | +30.8% | +150.7% | +129.8% |
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