+60.1%
DOCN vs VRSN
+34.9%
+25.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.2% |
| 7D | +1.1% | +0.1% | +1.1% | +1.1% |
| 30D | -9.6% | -0.2% | -9.5% | -9.9% |
| 3M | -37.7% | -0.3% | -37.4% | -39.3% |
| 6M | +115.2% | +23.0% | +92.2% | +69.9% |
| YTD | +133.7% | +21.3% | +112.4% | +83.9% |
| 1Y | +250.2% | +6.7% | +243.4% | +214.2% |
| 3Y | +320.3% | +45.0% | +275.3% | +150.9% |
| All | +60.1% | +34.9% | +25.1% | +24.0% |
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