+36.6%
VRSN vs DOC
-22.1%
+58.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.8% |
| 7D | +2.0% | +6.2% | -4.2% | +0.5% |
| 30D | +6.5% | +6.5% | 0.0% | +4.8% |
| 3M | +6.7% | -6.2% | +12.9% | +8.3% |
| 6M | +13.8% | +25.6% | -11.8% | +6.6% |
| YTD | +29.6% | +32.1% | -2.4% | +19.1% |
| 1Y | +29.5% | +20.3% | +9.2% | +22.3% |
| 3Y | +56.9% | +42.7% | +14.2% | +34.9% |
| 5Y | +36.6% | -22.2% | +58.7% | +67.0% |
| All | +36.6% | -22.1% | +58.6% | +67.0% |
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