+3,477.6%
DLR vs VRSN
+1,310.5%
+2,167.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.2% |
| 7D | -2.0% | -1.2% | -0.8% | -1.5% |
| 30D | +0.5% | +3.8% | -3.2% | -0.9% |
| 3M | -4.4% | +9.5% | -13.9% | -8.0% |
| 6M | -6.4% | +10.3% | -16.7% | -10.7% |
| YTD | +19.5% | +30.5% | -11.0% | +5.6% |
| 1Y | +10.5% | +27.9% | -17.3% | -1.7% |
| 3Y | +54.0% | +54.3% | -0.3% | +24.3% |
| 5Y | +39.7% | +37.2% | +2.5% | +16.7% |
| 10Y | +189.5% | +293.1% | -103.5% | +54.2% |
| All | +3,477.6% | +1,310.5% | +2,167.1% | +835.5% |
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