+122.8%
DAL vs VRSN
+287.3%
-164.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.2% | +2.6% |
| 7D | +8.8% | +0.5% | +8.3% | +8.6% |
| 30D | +5.4% | +4.9% | +0.5% | +3.5% |
| 3M | -4.9% | +5.8% | -10.8% | -7.1% |
| 6M | +19.8% | +12.6% | +7.3% | +13.3% |
| YTD | +27.0% | +28.2% | -1.2% | +12.6% |
| 1Y | +52.5% | +30.4% | +22.0% | +34.1% |
| 3Y | +173.8% | +54.6% | +119.3% | +119.1% |
| 5Y | +104.5% | +35.1% | +69.5% | +69.7% |
| All | +122.8% | +287.3% | -164.5% | +13.3% |
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