+52.0%
TDG vs VRSN
+44.6%
+7.4%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.9% |
| 7D | -1.9% | +0.2% | -2.1% | -1.9% |
| 30D | -7.7% | +3.8% | -11.5% | -8.4% |
| 3M | -9.3% | +5.0% | -14.3% | -10.3% |
| 6M | -9.4% | +24.9% | -34.2% | -14.2% |
| YTD | -14.3% | +21.6% | -35.9% | -18.4% |
| 1Y | -11.8% | +2.4% | -14.2% | -12.5% |
| 3Y | +52.0% | +47.3% | +4.6% | +37.6% |
| All | +52.0% | +44.6% | +7.4% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling