+5,296.8%
VRSN vs DGX
+7,895.3%
-2,598.5%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -1.0% | -2.2% | +1.2% | -0.2% |
| 30D | -1.9% | -0.9% | -1.0% | -1.6% |
| 3M | +1.4% | +15.6% | -14.2% | -4.6% |
| 6M | +19.0% | +17.8% | +1.3% | +10.9% |
| YTD | +19.2% | +37.5% | -18.2% | +4.0% |
| 1Y | +1.7% | +31.2% | -29.5% | -9.7% |
| 3Y | +41.4% | +96.6% | -55.2% | +5.0% |
| 5Y | +31.7% | +64.9% | -33.3% | +3.6% |
| 10Y | +290.3% | +254.6% | +35.7% | +115.4% |
| All | +5,296.8% | +7,895.3% | -2,598.5% | +843.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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