+132.2%
XRT vs VRSN
+291.7%
-159.4%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -0.4% | +0.1% | -0.6% | -0.5% |
| 30D | +7.5% | +3.6% | +4.0% | +5.9% |
| 3M | +2.3% | +10.8% | -8.4% | -2.1% |
| 6M | +12.8% | +9.9% | +2.9% | +7.4% |
| YTD | +7.1% | +29.8% | -22.8% | -6.1% |
| 1Y | +12.3% | +26.3% | -14.0% | -0.3% |
| 3Y | +57.0% | +53.5% | +3.5% | +24.5% |
| 5Y | -4.3% | +34.8% | -39.1% | -21.0% |
| All | +132.2% | +291.7% | -159.4% | +22.6% |
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