+99.4%
DE vs VRSN
+32.1%
+67.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | -2.4% | -1.5% | -0.8% | -2.0% |
| 30D | +9.7% | +0.7% | +9.0% | +9.5% |
| 3M | +21.4% | +0.6% | +20.8% | +20.9% |
| 6M | +15.0% | +21.7% | -6.7% | +8.4% |
| YTD | +46.4% | +20.0% | +26.4% | +38.1% |
| 1Y | +45.6% | +3.2% | +42.5% | +43.7% |
| 3Y | +76.8% | +42.4% | +34.4% | +54.6% |
| 5Y | +99.4% | +33.0% | +66.4% | +71.6% |
| All | +99.4% | +32.1% | +67.3% | +71.6% |
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