+126.0%
DUK vs VRSN
+299.1%
-173.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.3% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | -2.4% | +3.8% | -6.2% | -3.4% |
| 3M | -3.0% | +5.0% | -8.0% | -4.5% |
| 6M | -6.6% | +24.9% | -31.4% | -12.6% |
| YTD | +4.6% | +21.6% | -17.1% | -1.7% |
| 1Y | +1.2% | +2.4% | -1.2% | -0.4% |
| 3Y | +45.7% | +47.3% | -1.7% | +27.3% |
| 5Y | +40.3% | +34.7% | +5.6% | +23.2% |
| All | +126.0% | +299.1% | -173.0% | +69.8% |
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