-47.3%
DOCS vs VRSN
+31.7%
-79.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +5.0% | +5.6% |
| 7D | +1.2% | +3.6% | -2.4% | -0.7% |
| 30D | +21.3% | +8.8% | +12.5% | +15.9% |
| 3M | +58.4% | +6.6% | +51.8% | +52.9% |
| 6M | +39.3% | +16.7% | +22.6% | +26.8% |
| YTD | -21.7% | +32.1% | -53.8% | -34.9% |
| 1Y | -47.3% | +34.1% | -81.4% | -56.0% |
| All | -47.3% | +31.7% | -79.0% | -56.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling