+6.2%
HD vs VRSN
+30.8%
-24.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.6% |
| 7D | -1.8% | -1.0% | -0.8% | -1.5% |
| 30D | -10.8% | -1.9% | -9.0% | -10.3% |
| 3M | -2.7% | +1.4% | -4.0% | -3.6% |
| 6M | -10.3% | +19.0% | -29.3% | -17.1% |
| YTD | -7.8% | +19.2% | -27.0% | -15.1% |
| 1Y | -23.1% | +1.7% | -24.8% | -24.6% |
| 3Y | +2.0% | +41.4% | -39.4% | -15.6% |
| 5Y | +6.2% | +31.7% | -25.4% | -9.0% |
| All | +6.2% | +30.8% | -24.5% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling