+551.0%
XRT vs VRSN
+1,532.0%
-981.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +4.0% |
| 7D | +2.5% | -0.8% | +3.3% | +2.8% |
| 30D | +10.3% | +0.7% | +9.6% | +10.0% |
| 3M | +2.4% | +4.1% | -1.8% | +0.4% |
| 6M | +10.0% | +6.7% | +3.3% | +6.1% |
| YTD | +9.5% | +27.1% | -17.5% | -2.6% |
| 1Y | +17.2% | +28.0% | -10.8% | +3.8% |
| 3Y | +62.0% | +52.6% | +9.4% | +30.7% |
| 5Y | -2.1% | +33.3% | -35.4% | -17.1% |
| 10Y | +152.6% | +279.5% | -127.0% | +34.3% |
| All | +551.0% | +1,532.0% | -981.0% | +69.6% |
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 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