-34.9%
DOCS vs VRSN
+28.0%
-62.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.2% |
| 7D | +0.1% | +0.1% | -0.1% | 0.0% |
| 30D | +8.7% | +3.6% | +5.1% | +6.5% |
| 3M | +32.9% | +10.8% | +22.1% | +25.5% |
| 6M | +25.5% | +9.9% | +15.6% | +18.1% |
| YTD | -25.0% | +29.8% | -54.8% | -37.9% |
| 1Y | -34.9% | +26.3% | -61.2% | -45.6% |
| All | -34.9% | +28.0% | -62.9% | -45.6% |
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