+3,857.6%
TD vs VRSN
+6,651.0%
-2,793.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -0.9% | -1.3% |
| 7D | +0.3% | +0.1% | +0.3% | +0.3% |
| 30D | +0.4% | -0.2% | +0.6% | +0.4% |
| 3M | +7.6% | -0.3% | +7.9% | +7.4% |
| 6M | +25.0% | +23.0% | +2.0% | +20.7% |
| YTD | +31.0% | +21.3% | +9.7% | +26.6% |
| 1Y | +65.2% | +6.7% | +58.5% | +62.4% |
| 3Y | +122.5% | +45.0% | +77.5% | +108.0% |
| 5Y | +124.8% | +35.0% | +89.8% | +110.9% |
| 10Y | +298.2% | +276.3% | +21.9% | +222.2% |
| All | +3,857.6% | +6,651.0% | -2,793.4% | +1,953.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling