+11.9%
DLR vs VRSN
+2.1%
+9.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.2% |
| 7D | +2.9% | -1.0% | +3.9% | +2.9% |
| 30D | -1.2% | -1.9% | +0.7% | -1.1% |
| 3M | +2.9% | +1.4% | +1.6% | +2.3% |
| 6M | +6.7% | +19.0% | -12.4% | +7.6% |
| YTD | +23.9% | +19.2% | +4.7% | +24.8% |
| All | +11.9% | +2.1% | +9.7% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling