+101.7%
DOCU vs VRSN
+165.2%
-63.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.3% | +2.5% |
| 7D | -0.4% | -1.2% | +0.8% | +0.5% |
| 30D | +12.9% | +3.8% | +9.2% | +9.7% |
| 3M | +35.1% | +9.5% | +25.5% | +25.7% |
| 6M | +76.2% | +10.3% | +65.9% | +62.7% |
| YTD | +17.2% | +30.5% | -13.3% | -5.9% |
| 1Y | +16.4% | +27.9% | -11.5% | -5.3% |
| 3Y | +95.6% | +54.3% | +41.3% | +30.4% |
| 5Y | -68.5% | +37.2% | -105.7% | -76.5% |
| All | +101.7% | +165.2% | -63.5% | -15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling