-7.0%
DASH vs VRSN
+34.5%
-41.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +0.9% | +0.6% |
| 7D | +0.4% | +0.5% | -0.1% | +0.2% |
| 30D | -6.0% | +4.9% | -11.0% | -9.1% |
| 3M | -15.8% | +5.8% | -21.6% | -19.1% |
| 6M | +7.0% | +12.6% | -5.6% | -3.4% |
| YTD | -20.7% | +28.2% | -48.9% | -35.9% |
| 1Y | -8.5% | +30.4% | -39.0% | -27.3% |
| 3Y | +101.8% | +54.6% | +47.2% | +29.6% |
| All | -7.0% | +34.5% | -41.5% | -33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling