+244.3%
DIA vs VRSN
+293.8%
-49.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | -3.0% | -1.5% | -1.5% | -2.5% |
| 30D | -3.0% | +0.7% | -3.7% | -3.4% |
| 3M | +4.5% | +0.6% | +3.9% | +3.6% |
| 6M | +9.8% | +21.7% | -12.0% | +0.2% |
| YTD | +9.3% | +20.0% | -10.7% | -0.2% |
| 1Y | +16.0% | +3.2% | +12.8% | +12.5% |
| 3Y | +57.7% | +42.4% | +15.4% | +30.7% |
| 5Y | +63.8% | +33.0% | +30.8% | +36.6% |
| All | +244.3% | +293.8% | -49.5% | +108.5% |
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 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