+5,393.5%
VRSN vs DOC
+591.3%
+4,802.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.2% |
| 7D | +0.1% | -1.5% | +1.5% | +0.6% |
| 30D | -0.2% | -4.8% | +4.6% | +1.5% |
| 3M | -0.3% | +6.9% | -7.2% | -2.8% |
| 6M | +23.0% | +20.7% | +2.2% | +13.8% |
| YTD | +21.3% | +34.1% | -12.8% | +7.8% |
| 1Y | +6.7% | +22.6% | -15.9% | -2.3% |
| 3Y | +45.0% | +20.8% | +24.1% | +29.9% |
| 5Y | +35.0% | -24.9% | +59.9% | +42.7% |
| 10Y | +276.3% | -1.8% | +278.2% | +233.5% |
| All | +5,393.5% | +591.3% | +4,802.2% | +1,224.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling