+39.7%
DLR vs VRSN
+37.7%
+2.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.1% |
| 7D | -2.0% | -1.2% | -0.8% | -1.7% |
| 30D | +0.5% | +3.8% | -3.2% | -0.5% |
| 3M | -4.4% | +9.5% | -13.9% | -7.1% |
| 6M | -6.4% | +10.3% | -16.7% | -9.7% |
| YTD | +19.5% | +30.5% | -11.0% | +8.2% |
| 1Y | +10.5% | +27.9% | -17.3% | +0.7% |
| 3Y | +54.0% | +54.3% | -0.3% | +26.4% |
| 5Y | +39.7% | +37.2% | +2.5% | +18.9% |
| All | +39.7% | +37.7% | +2.0% | +18.9% |
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