+54.8%
XOP vs VRSN
+293.8%
-239.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | 0.0% |
| 7D | +1.6% | -1.5% | +3.2% | +2.2% |
| 30D | +9.6% | +0.7% | +8.9% | +9.0% |
| 3M | +16.9% | +0.6% | +16.4% | +15.9% |
| 6M | +24.0% | +21.7% | +2.3% | +13.2% |
| YTD | +56.2% | +20.0% | +36.2% | +42.5% |
| 1Y | +51.8% | +3.2% | +48.6% | +47.2% |
| 3Y | +37.0% | +42.4% | -5.4% | +12.4% |
| 5Y | +163.4% | +33.0% | +130.4% | +117.5% |
| All | +54.8% | +293.8% | -239.0% | -10.9% |
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