+31.5%
DLTR vs VRSN
+32.1%
-0.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | 0.0% |
| 7D | -9.4% | -1.5% | -7.9% | -9.0% |
| 30D | -7.3% | +0.7% | -8.1% | -7.6% |
| 3M | +7.6% | +0.6% | +7.0% | +7.1% |
| 6M | +1.6% | +21.7% | -20.2% | -5.0% |
| YTD | -3.5% | +20.0% | -23.5% | -9.8% |
| 1Y | +20.0% | +3.2% | +16.9% | +17.9% |
| 3Y | +2.3% | +42.4% | -40.1% | -12.0% |
| 5Y | +31.5% | +33.0% | -1.4% | +17.8% |
| All | +31.5% | +32.1% | -0.5% | +17.8% |
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