+237.8%
XME vs VRSN
+1,458.6%
-1,220.8%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.1% | +0.1% | -0.2% | -0.1% |
| 30D | +6.0% | -0.2% | +6.1% | +5.8% |
| 3M | -7.7% | -0.3% | -7.4% | -9.0% |
| 6M | +1.0% | +23.0% | -22.0% | -12.5% |
| YTD | +14.6% | +21.3% | -6.7% | -1.0% |
| 1Y | +46.0% | +6.7% | +39.2% | +35.0% |
| 3Y | +127.0% | +45.0% | +82.1% | +70.5% |
| 5Y | +175.8% | +35.0% | +140.8% | +110.9% |
| 10Y | +414.6% | +276.3% | +138.3% | +94.0% |
| All | +237.8% | +1,458.6% | -1,220.8% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling