-29.8%
DHR vs VRSN
+32.1%
-61.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | -5.0% | -1.5% | -3.4% | -4.5% |
| 30D | -3.3% | +0.7% | -4.1% | -3.7% |
| 3M | +9.4% | +0.6% | +8.9% | +8.8% |
| 6M | +3.2% | +21.7% | -18.6% | -5.7% |
| YTD | -12.0% | +20.0% | -32.0% | -19.4% |
| 1Y | +4.9% | +3.2% | +1.7% | +2.3% |
| 3Y | -7.4% | +42.4% | -49.7% | -24.6% |
| 5Y | -29.8% | +33.0% | -62.7% | -42.6% |
| All | -29.8% | +32.1% | -61.8% | -42.6% |
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