+301.1%
TD vs VRSN
+293.8%
+7.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.2% | +0.7% |
| 7D | -2.6% | -1.5% | -1.0% | -2.2% |
| 30D | -1.0% | +0.7% | -1.7% | -1.3% |
| 3M | +5.6% | +0.6% | +5.1% | +5.0% |
| 6M | +27.1% | +21.7% | +5.4% | +18.7% |
| YTD | +29.4% | +20.0% | +9.4% | +20.8% |
| 1Y | +60.7% | +3.2% | +57.5% | +57.0% |
| 3Y | +127.6% | +42.4% | +85.2% | +96.9% |
| 5Y | +125.4% | +33.0% | +92.4% | +95.4% |
| All | +301.1% | +293.8% | +7.2% | +166.3% |
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