+247.9%
KDP vs VRSN
+292.3%
-44.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | -0.8% | +1.4% | -2.2% | -1.1% |
| 30D | +9.7% | +3.9% | +5.9% | +8.7% |
| 3M | +17.6% | +9.3% | +8.3% | +15.0% |
| 6M | +25.8% | +6.7% | +19.1% | +23.3% |
| YTD | +33.9% | +30.0% | +3.8% | +24.5% |
| 1Y | +38.9% | +26.0% | +12.9% | +30.1% |
| 3Y | +26.8% | +53.1% | -26.3% | +11.3% |
| 5Y | +16.3% | +35.0% | -18.7% | +3.7% |
| All | +247.9% | +292.3% | -44.5% | +177.9% |
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