+2,711.6%
HD vs VRSN
+6,651.0%
-3,939.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +1.0% |
| 7D | -2.1% | +0.1% | -2.1% | -2.1% |
| 30D | -8.4% | -0.2% | -8.3% | -8.4% |
| 3M | +4.3% | -0.3% | +4.6% | +4.2% |
| 6M | -11.1% | +23.0% | -34.1% | -14.9% |
| YTD | -4.7% | +21.3% | -26.0% | -8.7% |
| 1Y | -19.8% | +6.7% | -26.5% | -21.4% |
| 3Y | +4.1% | +45.0% | -40.9% | -4.2% |
| 5Y | +10.3% | +35.0% | -24.7% | +2.6% |
| 10Y | +203.2% | +276.3% | -73.2% | +136.9% |
| All | +2,711.6% | +6,651.0% | -3,939.4% | +873.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling