+42.4%
DLR vs VRSN
+28.6%
+13.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.6% |
| 7D | +3.4% | -2.1% | +5.5% | +4.0% |
| 30D | -2.2% | -3.9% | +1.7% | -1.2% |
| 3M | +4.7% | -0.1% | +4.9% | +4.3% |
| 6M | +9.0% | +16.4% | -7.4% | +2.8% |
| YTD | +24.1% | +17.2% | +6.9% | +16.2% |
| 1Y | +20.9% | +1.0% | +20.0% | +19.4% |
| 3Y | +60.0% | +39.1% | +20.9% | +35.7% |
| All | +42.4% | +28.6% | +13.8% | +22.3% |
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