+1,867.2%
DLTR vs VRSN
+6,422.7%
-4,555.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.4% | -2.2% | -5.0% |
| 7D | -5.8% | -2.1% | -3.7% | -5.5% |
| 30D | -5.2% | -3.9% | -1.3% | -4.6% |
| 3M | +15.2% | -0.1% | +15.3% | +15.0% |
| 6M | +7.1% | +16.4% | -9.3% | +4.0% |
| YTD | +0.8% | +17.2% | -16.4% | -2.5% |
| 1Y | +24.8% | +1.0% | +23.8% | +23.8% |
| 3Y | +6.9% | +39.1% | -32.2% | -0.3% |
| 5Y | +33.2% | +29.0% | +4.2% | +25.2% |
| 10Y | +51.6% | +275.8% | -224.3% | +18.4% |
| All | +1,867.2% | +6,422.7% | -4,555.5% | +657.9% |
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 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