+353.6%
DRI vs VRSN
+285.8%
+67.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.3% |
| 7D | -4.8% | -1.0% | -3.8% | -4.4% |
| 30D | -3.9% | -1.9% | -2.0% | -3.4% |
| 3M | +5.1% | +1.4% | +3.7% | +3.7% |
| 6M | +5.5% | +19.0% | -13.5% | -3.7% |
| YTD | +16.5% | +19.2% | -2.7% | +5.6% |
| 1Y | +2.0% | +1.7% | +0.3% | -0.7% |
| 3Y | +54.5% | +41.4% | +13.1% | +25.6% |
| 5Y | +66.6% | +31.7% | +34.9% | +36.4% |
| 10Y | +353.6% | +290.3% | +63.4% | +183.5% |
| All | +353.6% | +285.8% | +67.8% | +183.5% |
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