-38.5%
DG vs VRSN
+30.8%
-69.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -3.0% |
| 7D | -4.8% | -1.0% | -3.8% | -4.6% |
| 30D | +1.8% | -1.9% | +3.7% | +2.2% |
| 3M | +14.5% | +1.4% | +13.1% | +13.8% |
| 6M | -13.6% | +19.0% | -32.6% | -17.9% |
| YTD | -4.8% | +19.2% | -24.1% | -9.9% |
| 1Y | +21.6% | +1.7% | +19.9% | +20.1% |
| 3Y | +4.5% | +41.4% | -37.0% | -7.5% |
| 5Y | -38.5% | +31.7% | -70.1% | -45.8% |
| All | -38.5% | +30.8% | -69.2% | -45.8% |
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