-37.4%
DOCS vs VRSN
+27.4%
-64.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.6% |
| 7D | 0.0% | -0.8% | +0.8% | +0.6% |
| 30D | +7.8% | +0.7% | +7.1% | +7.4% |
| 3M | +20.0% | +4.1% | +15.8% | +17.3% |
| 6M | +26.5% | +6.7% | +19.8% | +21.3% |
| YTD | -25.8% | +27.1% | -52.8% | -37.7% |
| All | -37.4% | +27.4% | -64.9% | -47.2% |
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