+16.9%
JD vs VRSN
+285.8%
-268.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.1% | -3.2% |
| 7D | -3.0% | -1.0% | -1.9% | -2.6% |
| 30D | -19.3% | -1.9% | -17.4% | -18.8% |
| 3M | -6.0% | +1.4% | -7.4% | -7.1% |
| 6M | +1.8% | +19.0% | -17.3% | -7.1% |
| YTD | -2.6% | +19.2% | -21.8% | -11.7% |
| 1Y | -17.4% | +1.7% | -19.1% | -19.6% |
| 3Y | -8.6% | +41.4% | -50.0% | -25.7% |
| 5Y | -61.6% | +31.7% | -93.3% | -68.6% |
| 10Y | +16.9% | +290.3% | -273.4% | -34.9% |
| All | +16.9% | +285.8% | -268.9% | -34.9% |
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