+124.8%
XRT vs VRSN
+285.8%
-160.9%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.3% |
| 7D | -2.4% | -1.0% | -1.4% | -2.0% |
| 30D | -6.9% | -1.9% | -5.0% | -6.3% |
| 3M | -0.4% | +1.4% | -1.8% | -1.5% |
| 6M | +2.2% | +19.0% | -16.8% | -6.3% |
| YTD | -0.7% | +19.2% | -19.9% | -9.5% |
| 1Y | -2.0% | +1.7% | -3.7% | -4.3% |
| 3Y | +41.0% | +41.4% | -0.4% | +16.1% |
| 5Y | -3.3% | +31.7% | -35.0% | -19.2% |
| 10Y | +124.8% | +290.3% | -165.4% | +30.9% |
| All | +124.8% | +285.8% | -160.9% | +30.9% |
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