+32.4%
HDB vs VRSN
+293.8%
-261.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -6.2% | -1.5% | -4.7% | -5.7% |
| 30D | -6.2% | +0.7% | -6.9% | -6.5% |
| 3M | -5.9% | +0.6% | -6.4% | -6.5% |
| 6M | -25.9% | +21.7% | -47.6% | -31.6% |
| YTD | -40.2% | +20.0% | -60.2% | -44.8% |
| 1Y | -38.0% | +3.2% | -41.2% | -39.6% |
| 3Y | -30.5% | +42.4% | -72.9% | -41.5% |
| 5Y | -38.1% | +33.0% | -71.1% | -47.7% |
| All | +32.4% | +293.8% | -261.4% | -24.2% |
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