+70.8%
DRI vs VRSN
+51.5%
+19.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +3.1% | -0.8% | +3.9% | +3.3% |
| 30D | +16.2% | +0.7% | +15.6% | +16.1% |
| 3M | +8.4% | +4.1% | +4.2% | +7.5% |
| 6M | +19.0% | +6.7% | +12.3% | +17.1% |
| YTD | +28.8% | +27.1% | +1.8% | +21.1% |
| 1Y | +33.1% | +28.0% | +5.2% | +24.9% |
| 3Y | +70.8% | +52.6% | +18.2% | +41.0% |
| All | +70.8% | +51.5% | +19.3% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling