+124.3%
TDG vs VRSN
+33.8%
+90.4%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.7% |
| 7D | -1.9% | +0.2% | -2.1% | -2.0% |
| 30D | -7.7% | +3.8% | -11.5% | -9.0% |
| 3M | -9.3% | +5.0% | -14.3% | -11.4% |
| 6M | -9.4% | +24.9% | -34.2% | -18.2% |
| YTD | -14.3% | +21.6% | -35.9% | -22.0% |
| 1Y | -11.8% | +2.4% | -14.2% | -13.6% |
| 3Y | +52.0% | +47.3% | +4.6% | +22.7% |
| All | +124.3% | +33.8% | +90.4% | +84.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling