+294.4%
TD vs VRSN
+292.3%
+2.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +1.1% | +1.4% | -0.3% | +0.7% |
| 30D | +5.2% | +3.9% | +1.4% | +4.1% |
| 3M | +1.2% | +9.3% | -8.1% | -1.4% |
| 6M | +17.7% | +6.7% | +11.1% | +14.9% |
| YTD | +34.2% | +30.0% | +4.2% | +22.3% |
| 1Y | +55.4% | +26.0% | +29.4% | +43.0% |
| 3Y | +130.4% | +53.1% | +77.3% | +95.0% |
| 5Y | +101.8% | +35.0% | +66.8% | +75.0% |
| All | +294.4% | +292.3% | +2.1% | +144.4% |
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