+95.3%
DOCU vs VRSN
+160.6%
-65.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -0.8% |
| 7D | -5.5% | +0.5% | -6.0% | -5.9% |
| 30D | +12.6% | +4.9% | +7.7% | +8.5% |
| 3M | +36.4% | +5.8% | +30.6% | +30.4% |
| 6M | +66.8% | +12.6% | +54.2% | +51.5% |
| YTD | +13.5% | +28.2% | -14.8% | -7.6% |
| 1Y | +11.3% | +30.4% | -19.1% | -10.9% |
| 3Y | +92.1% | +54.6% | +37.5% | +27.7% |
| 5Y | -71.0% | +35.1% | -106.1% | -78.1% |
| All | +95.3% | +160.6% | -65.3% | -16.7% |
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