+186.6%
DLR vs VRSN
+291.7%
-105.1%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +3.0% | +3.6% | -0.6% | +1.7% |
| 3M | -6.3% | +10.8% | -17.0% | -9.9% |
| 6M | -4.8% | +9.9% | -14.7% | -8.8% |
| YTD | +21.0% | +29.8% | -8.8% | +7.6% |
| 1Y | +15.1% | +26.3% | -11.2% | +3.4% |
| 3Y | +56.0% | +53.5% | +2.5% | +25.9% |
| 5Y | +39.1% | +34.8% | +4.3% | +16.6% |
| All | +186.6% | +291.7% | -105.1% | +79.0% |
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