+3,769.4%
HDB vs VRSN
+695.2%
+3,074.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +0.4% | +0.1% | +0.4% | +0.4% |
| 30D | -2.8% | -0.2% | -2.6% | -2.8% |
| 3M | -3.5% | -0.3% | -3.2% | -3.8% |
| 6M | -24.7% | +23.0% | -47.7% | -29.4% |
| YTD | -36.6% | +21.3% | -57.9% | -40.4% |
| 1Y | -34.4% | +6.7% | -41.1% | -36.3% |
| 3Y | -24.4% | +45.0% | -69.4% | -33.4% |
| 5Y | -35.4% | +35.0% | -70.4% | -42.6% |
| 10Y | +39.5% | +276.3% | -236.8% | -7.0% |
| All | +3,769.4% | +695.2% | +3,074.2% | +1,646.1% |
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