+5.8%
HD vs VRSN
+34.5%
-28.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.5% |
| 7D | +4.3% | +0.5% | +3.9% | +4.2% |
| 30D | +20.2% | +4.9% | +15.3% | +18.2% |
| 3M | -1.0% | +5.8% | -6.8% | -3.1% |
| 6M | +7.9% | +12.6% | -4.7% | +2.5% |
| YTD | +2.0% | +28.2% | -26.3% | -8.7% |
| 1Y | -4.3% | +30.4% | -34.7% | -14.9% |
| 3Y | +25.9% | +54.6% | -28.6% | +0.4% |
| All | +5.8% | +34.5% | -28.8% | -10.7% |
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 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