+317.9%
DRI vs VRSN
+291.7%
+26.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.2% |
| 7D | -0.3% | +0.1% | -0.5% | -0.4% |
| 30D | +10.8% | +3.6% | +7.3% | +9.2% |
| 3M | +0.9% | +10.8% | -9.9% | -3.6% |
| 6M | +16.3% | +9.9% | +6.4% | +10.5% |
| YTD | +27.8% | +29.8% | -2.0% | +11.5% |
| 1Y | +33.9% | +26.3% | +7.6% | +18.3% |
| 3Y | +67.2% | +53.5% | +13.7% | +31.1% |
| 5Y | +79.0% | +34.8% | +44.2% | +45.9% |
| All | +317.9% | +291.7% | +26.3% | +158.3% |
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 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