+374.0%
XYL vs VRSN
+944.5%
-570.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -6.0% | +0.1% | -6.2% | -6.1% |
| 30D | -8.3% | +3.6% | -11.9% | -9.5% |
| 3M | -22.6% | +10.8% | -33.4% | -25.8% |
| 6M | -15.0% | +9.9% | -25.0% | -18.8% |
| YTD | -30.2% | +29.8% | -60.0% | -38.1% |
| 1Y | -36.4% | +26.3% | -62.7% | -43.0% |
| 3Y | -0.9% | +53.5% | -54.4% | -19.8% |
| 5Y | -23.4% | +34.8% | -58.1% | -35.6% |
| 10Y | +100.9% | +291.0% | -190.1% | +14.2% |
| All | +374.0% | +944.5% | -570.5% | +84.1% |
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