+35.0%
VRSN vs DOC
-24.5%
+59.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | +0.1% | -1.5% | +1.5% | +0.4% |
| 30D | -0.2% | -4.8% | +4.6% | +1.0% |
| 3M | -0.3% | +6.9% | -7.2% | -2.0% |
| 6M | +23.0% | +20.7% | +2.2% | +16.7% |
| YTD | +21.3% | +34.1% | -12.8% | +11.4% |
| 1Y | +6.7% | +22.6% | -15.9% | +0.5% |
| 3Y | +45.0% | +20.8% | +24.1% | +35.6% |
| All | +35.0% | -24.5% | +59.5% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling