+295.5%
VRSN vs DOC
+15.2%
+280.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.1% | -1.8% | +0.5% |
| 7D | +3.6% | +8.7% | -5.1% | +1.3% |
| 30D | +8.8% | +7.6% | +1.2% | +6.6% |
| 3M | +6.6% | -5.3% | +11.9% | +8.0% |
| 6M | +16.7% | +27.6% | -10.9% | +8.4% |
| YTD | +32.1% | +32.4% | -0.3% | +21.1% |
| 1Y | +34.1% | +22.9% | +11.2% | +25.4% |
| 3Y | +59.9% | +43.1% | +16.8% | +40.0% |
| 5Y | +40.5% | -21.4% | +61.8% | +46.7% |
| All | +295.5% | +15.2% | +280.3% | +270.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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