-61.3%
JD vs VRSN
+30.0%
-91.4%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.0% |
| 7D | -0.8% | -2.1% | +1.4% | -0.1% |
| 30D | -16.0% | -3.9% | -12.1% | -15.1% |
| 3M | -3.2% | -0.1% | -3.0% | -3.4% |
| 6M | +6.1% | +16.4% | -10.4% | +0.2% |
| YTD | -0.1% | +17.2% | -17.4% | -6.2% |
| 1Y | -12.7% | +1.0% | -13.7% | -13.7% |
| 3Y | -6.3% | +39.1% | -45.4% | -19.2% |
| 5Y | -61.3% | +29.0% | -90.4% | -66.4% |
| All | -61.3% | +30.0% | -91.4% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling