-1.9%
HD vs VRSN
+27.4%
-29.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.8% | +3.0% |
| 7D | +3.6% | -0.8% | +4.4% | +3.7% |
| 30D | +21.6% | +0.7% | +20.9% | +21.5% |
| 3M | +0.1% | +4.1% | -4.0% | -0.3% |
| 6M | +13.0% | +6.7% | +6.3% | +11.2% |
| YTD | +4.9% | +27.1% | -22.1% | +0.1% |
| All | -1.9% | +27.4% | -29.3% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling