+7.2%
DG vs VRSN
+38.4%
-31.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.6% | -3.4% |
| 7D | -2.5% | -2.1% | -0.3% | -2.1% |
| 30D | +1.0% | -3.9% | +4.9% | +1.7% |
| 3M | +20.3% | -0.1% | +20.5% | +20.0% |
| 6M | -11.7% | +16.4% | -28.1% | -14.2% |
| YTD | -2.3% | +17.2% | -19.6% | -5.3% |
| 1Y | +20.0% | +1.0% | +19.0% | +18.7% |
| 3Y | +7.2% | +39.1% | -31.9% | +0.5% |
| All | +7.2% | +38.4% | -31.1% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling