+235.3%
DIA vs VRSN
+291.7%
-56.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +1.2% | +3.6% | -2.3% | -0.1% |
| 3M | -2.4% | +10.8% | -13.2% | -6.3% |
| 6M | +5.7% | +9.9% | -4.3% | +0.9% |
| YTD | +9.9% | +29.8% | -19.9% | -2.7% |
| 1Y | +9.8% | +26.3% | -16.5% | -1.8% |
| 3Y | +59.8% | +53.5% | +6.3% | +28.5% |
| 5Y | +57.7% | +34.8% | +22.9% | +31.5% |
| All | +235.3% | +291.7% | -56.4% | +93.0% |
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