-57.1%
JD vs VRSN
+34.5%
-91.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.0% |
| 7D | +13.4% | +0.5% | +12.9% | +13.2% |
| 30D | +7.7% | +4.9% | +2.8% | +6.0% |
| 3M | -11.3% | +5.8% | -17.1% | -13.0% |
| 6M | -5.1% | +12.6% | -17.7% | -9.2% |
| YTD | +5.0% | +28.2% | -23.2% | -4.4% |
| 1Y | -5.6% | +30.4% | -36.1% | -14.8% |
| 3Y | +17.8% | +54.6% | -36.8% | -2.7% |
| All | -57.1% | +34.5% | -91.7% | -64.9% |
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 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