-28.5%
HDB vs VRSN
+38.4%
-66.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | -2.6% |
| 7D | -2.0% | -2.1% | +0.1% | -1.8% |
| 30D | -4.9% | -3.9% | -1.0% | -4.4% |
| 3M | -2.3% | -0.1% | -2.2% | -2.5% |
| 6M | -23.7% | +16.4% | -40.1% | -25.5% |
| YTD | -38.5% | +17.2% | -55.7% | -40.0% |
| 1Y | -36.5% | +1.0% | -37.4% | -36.6% |
| 3Y | -28.5% | +39.1% | -67.6% | -33.0% |
| All | -28.5% | +38.4% | -66.8% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling