+72.2%
DOCU vs VRSN
+146.6%
-74.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +4.0% |
| 7D | +6.9% | +0.1% | +6.8% | +6.8% |
| 30D | +19.0% | -0.2% | +19.2% | +19.1% |
| 3M | +34.3% | -0.3% | +34.6% | +34.4% |
| 6M | +48.0% | +23.0% | +25.0% | +25.2% |
| YTD | 0.0% | +21.3% | -21.3% | -14.9% |
| 1Y | -10.3% | +6.7% | -17.0% | -15.9% |
| 3Y | +32.4% | +45.0% | -12.6% | -7.5% |
| 5Y | -77.9% | +35.0% | -113.0% | -83.3% |
| All | +72.2% | +146.6% | -74.4% | -23.3% |
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