+101.7%
DOCU vs VRSN
+163.8%
-62.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | +1.6% | +0.1% | +1.4% | +1.4% |
| 30D | +10.8% | +3.6% | +7.3% | +7.8% |
| 3M | +38.0% | +10.8% | +27.2% | +27.3% |
| 6M | +77.4% | +9.9% | +67.5% | +64.2% |
| YTD | +17.2% | +29.8% | -12.6% | -5.5% |
| 1Y | +15.6% | +26.3% | -10.7% | -5.0% |
| 3Y | +95.6% | +53.5% | +42.1% | +30.9% |
| 5Y | -69.7% | +34.8% | -104.5% | -77.1% |
| All | +101.7% | +163.8% | -62.1% | -14.8% |
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