+591.6%
DG vs VRSN
+1,550.5%
-958.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +0.3% | +1.4% | -1.1% | -0.1% |
| 30D | +3.2% | +3.9% | -0.6% | +2.2% |
| 3M | +10.4% | +9.3% | +1.1% | +7.9% |
| 6M | +33.2% | +6.7% | +26.5% | +30.5% |
| YTD | +3.0% | +30.0% | -27.1% | -4.3% |
| 1Y | +31.2% | +26.0% | +5.2% | +22.8% |
| 3Y | +21.8% | +53.1% | -31.3% | +7.1% |
| 5Y | -35.0% | +35.0% | -70.0% | -41.8% |
| 10Y | +106.0% | +291.7% | -185.7% | +45.2% |
| All | +591.6% | +1,550.5% | -958.9% | +262.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling