+3,595.7%
DLR vs VRSN
+1,211.6%
+2,384.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.8% | +0.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | -3.4% | -0.2% | -3.2% | -3.4% |
| 3M | +0.5% | -0.3% | +0.8% | +0.1% |
| 6M | +4.6% | +23.0% | -18.4% | -4.8% |
| YTD | +23.4% | +21.3% | +2.1% | +12.3% |
| 1Y | +19.0% | +6.7% | +12.3% | +13.6% |
| 3Y | +56.5% | +45.0% | +11.6% | +29.4% |
| 5Y | +33.3% | +35.0% | -1.7% | +11.9% |
| 10Y | +165.1% | +276.3% | -111.2% | +43.3% |
| All | +3,595.7% | +1,211.6% | +2,384.0% | +895.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling