+128.1%
DAL vs VRSN
+289.3%
-161.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.2% | +5.6% |
| 7D | +10.0% | -0.8% | +10.9% | +10.4% |
| 30D | +12.0% | +0.7% | +11.3% | +11.8% |
| 3M | +0.8% | +4.1% | -3.3% | -0.9% |
| 6M | +26.2% | +6.7% | +19.5% | +21.9% |
| YTD | +33.7% | +27.1% | +6.6% | +18.9% |
| 1Y | +57.6% | +28.0% | +29.6% | +39.6% |
| 3Y | +183.5% | +52.6% | +130.9% | +127.9% |
| 5Y | +114.2% | +33.3% | +80.9% | +78.6% |
| 10Y | +128.1% | +279.5% | -151.4% | +16.4% |
| All | +128.1% | +289.3% | -161.2% | +16.4% |
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