+179.8%
KDP vs VRSN
+285.8%
-106.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.8% |
| 7D | -1.6% | -1.0% | -0.5% | -1.3% |
| 30D | +9.5% | -1.9% | +11.4% | +9.9% |
| 3M | +2.6% | +1.4% | +1.3% | +2.1% |
| 6M | +15.6% | +19.0% | -3.4% | +10.3% |
| YTD | +17.3% | +19.2% | -1.9% | +11.5% |
| 1Y | +20.1% | +1.7% | +18.4% | +18.6% |
| 3Y | +4.9% | +41.4% | -36.5% | -6.2% |
| 5Y | +5.0% | +31.7% | -26.7% | -6.0% |
| 10Y | +179.8% | +290.3% | -110.5% | +113.9% |
| All | +179.8% | +285.8% | -106.0% | +113.9% |
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