+98.6%
DOCU vs VRSN
+163.5%
-64.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -0.5% |
| 7D | -3.2% | +2.0% | -5.2% | -4.7% |
| 30D | +15.7% | +6.5% | +9.2% | +10.2% |
| 3M | +37.3% | +6.7% | +30.6% | +30.4% |
| 6M | +63.1% | +13.8% | +49.3% | +47.0% |
| YTD | +15.4% | +29.6% | -14.3% | -6.8% |
| 1Y | +11.3% | +29.5% | -18.2% | -10.3% |
| 3Y | +92.1% | +56.9% | +35.2% | +26.2% |
| 5Y | -70.5% | +36.6% | -107.1% | -77.9% |
| All | +98.6% | +163.5% | -64.8% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling