+239.3%
KDP vs VRSN
+289.3%
-50.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.1% |
| 7D | +0.3% | -0.8% | +1.2% | +0.5% |
| 30D | +16.3% | +0.7% | +15.6% | +16.1% |
| 3M | +24.0% | +4.1% | +19.9% | +22.6% |
| 6M | +30.0% | +6.7% | +23.3% | +27.4% |
| YTD | +36.1% | +27.1% | +9.0% | +27.2% |
| 1Y | +46.8% | +28.0% | +18.9% | +36.9% |
| 3Y | +30.5% | +52.6% | -22.1% | +14.5% |
| 5Y | +17.9% | +33.3% | -15.4% | +5.4% |
| 10Y | +239.3% | +279.5% | -40.3% | +170.2% |
| All | +239.3% | +289.3% | -50.0% | +170.2% |
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