+43.4%
DLTR vs VRSN
+299.1%
-255.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.8% |
| 7D | -10.1% | +0.2% | -10.3% | -10.1% |
| 30D | -8.1% | +3.8% | -11.9% | -9.2% |
| 3M | +2.9% | +5.0% | -2.2% | +1.0% |
| 6M | +4.3% | +24.9% | -20.5% | -3.8% |
| YTD | -3.9% | +21.6% | -25.5% | -11.1% |
| 1Y | +18.9% | +2.4% | +16.5% | +16.6% |
| 3Y | +1.9% | +47.3% | -45.4% | -13.6% |
| 5Y | +31.0% | +34.7% | -3.8% | +12.5% |
| All | +43.4% | +299.1% | -255.6% | -7.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling