+141.9%
XYL vs VRSN
+293.8%
-151.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | -1.2% | -1.5% | +0.3% | -0.7% |
| 30D | -13.2% | +0.7% | -13.9% | -13.6% |
| 3M | -0.2% | +0.6% | -0.7% | -1.0% |
| 6M | -12.5% | +21.7% | -34.2% | -20.7% |
| YTD | -20.9% | +20.0% | -40.9% | -28.3% |
| 1Y | -21.6% | +3.2% | -24.7% | -24.2% |
| 3Y | +16.1% | +42.4% | -26.2% | -5.3% |
| 5Y | -15.6% | +33.0% | -48.6% | -30.3% |
| All | +141.9% | +293.8% | -151.9% | +41.9% |
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