+95.6%
DG vs VRSN
+293.8%
-198.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -1.9% | -1.5% |
| 7D | -6.3% | -1.5% | -4.8% | -5.9% |
| 30D | +2.4% | +0.7% | +1.7% | +2.2% |
| 3M | +12.4% | +0.6% | +11.9% | +11.9% |
| 6M | -14.9% | +21.7% | -36.7% | -20.2% |
| YTD | -6.1% | +20.0% | -26.1% | -11.8% |
| 1Y | +17.9% | +3.2% | +14.7% | +15.7% |
| 3Y | +3.1% | +42.4% | -39.2% | -9.8% |
| 5Y | -38.7% | +33.0% | -71.6% | -46.2% |
| All | +95.6% | +293.8% | -198.2% | +30.0% |
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