+5,640.0%
DRI vs VRSN
+7,159.8%
-1,519.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | 0.0% |
| 7D | -0.7% | -1.2% | +0.5% | -0.6% |
| 30D | +14.7% | +3.8% | +10.9% | +14.1% |
| 3M | +5.4% | +9.5% | -4.1% | +4.1% |
| 6M | +18.8% | +10.3% | +8.6% | +17.0% |
| YTD | +28.4% | +30.5% | -2.1% | +23.3% |
| 1Y | +37.7% | +27.9% | +9.8% | +32.6% |
| 3Y | +68.0% | +54.3% | +13.7% | +57.2% |
| 5Y | +78.8% | +37.2% | +41.6% | +69.2% |
| 10Y | +334.2% | +293.1% | +41.1% | +266.2% |
| All | +5,640.0% | +7,159.8% | -1,519.7% | +3,114.7% |
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