+88.3%
DT vs VRSN
+50.4%
+37.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.8% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | -30.4% | +3.6% | -33.9% | -32.2% |
| 3M | -9.4% | +10.8% | -20.2% | -15.9% |
| 6M | +14.5% | +9.9% | +4.6% | +5.3% |
| YTD | +3.6% | +29.8% | -26.2% | -16.4% |
| 1Y | -3.4% | +26.3% | -29.7% | -20.6% |
| 3Y | -11.1% | +53.5% | -64.6% | -39.9% |
| 5Y | -39.5% | +34.8% | -74.2% | -55.0% |
| All | +88.3% | +50.4% | +37.9% | +40.7% |
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 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