+104.3%
DAL vs VRSN
+292.3%
-188.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -1.1% | +1.4% | -2.5% | -1.6% |
| 30D | +12.8% | +3.9% | +9.0% | +11.2% |
| 3M | -5.3% | +9.3% | -14.6% | -8.6% |
| 6M | +22.4% | +6.7% | +15.7% | +18.3% |
| YTD | +25.6% | +30.0% | -4.4% | +10.7% |
| 1Y | +45.5% | +26.0% | +19.5% | +29.9% |
| 3Y | +161.0% | +53.1% | +107.8% | +109.5% |
| 5Y | +112.2% | +35.0% | +77.2% | +76.0% |
| All | +104.3% | +292.3% | -188.0% | -3.7% |
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