+6.2%
DT vs VRSN
+38.4%
-32.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -1.9% |
| 7D | -4.9% | -2.1% | -2.7% | -4.1% |
| 30D | +2.7% | -3.9% | +6.6% | +4.1% |
| 3M | +20.0% | -0.1% | +20.1% | +19.4% |
| 6M | +28.0% | +16.4% | +11.6% | +20.0% |
| YTD | +16.0% | +17.2% | -1.2% | +8.4% |
| 1Y | +0.7% | +1.0% | -0.3% | -0.7% |
| 3Y | +6.2% | +39.1% | -32.9% | -6.9% |
| All | +6.2% | +38.4% | -32.2% | -6.9% |
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