-69.4%
DOCU vs VRSN
+34.7%
-104.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.6% |
| 7D | +4.1% | +1.4% | +2.6% | +2.8% |
| 30D | +7.4% | +3.9% | +3.5% | +3.9% |
| 3M | +26.0% | +9.3% | +16.7% | +16.6% |
| 6M | +79.2% | +6.7% | +72.5% | +68.8% |
| YTD | +18.1% | +30.0% | -12.0% | -7.2% |
| 1Y | +20.5% | +26.0% | -5.5% | -2.9% |
| 3Y | +96.4% | +53.1% | +43.3% | +21.9% |
| All | -69.4% | +34.7% | -104.1% | -78.1% |
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 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