-54.2%
DOCS vs VRSN
+34.5%
-88.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.3% |
| 7D | -0.8% | +0.5% | -1.2% | -1.0% |
| 30D | +17.4% | +4.9% | +12.5% | +13.8% |
| 3M | +57.4% | +5.8% | +51.5% | +51.8% |
| 6M | +26.5% | +12.6% | +14.0% | +15.9% |
| YTD | -26.6% | +28.2% | -54.8% | -38.8% |
| 1Y | -48.1% | +30.4% | -78.5% | -57.3% |
| 3Y | +52.6% | +54.6% | -1.9% | +5.3% |
| All | -54.2% | +34.5% | -88.8% | -64.6% |
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 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