+5,769.3%
VRSN vs DOC
+580.6%
+5,188.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.8% |
| 7D | +2.0% | +6.2% | -4.2% | -0.1% |
| 30D | +6.5% | +6.5% | 0.0% | +4.0% |
| 3M | +6.7% | -6.2% | +12.9% | +8.8% |
| 6M | +13.8% | +25.6% | -11.8% | +3.8% |
| YTD | +29.6% | +32.1% | -2.4% | +15.6% |
| 1Y | +29.5% | +20.3% | +9.2% | +19.2% |
| 3Y | +56.9% | +42.7% | +14.2% | +32.4% |
| 5Y | +36.6% | -22.2% | +58.7% | +42.3% |
| 10Y | +298.3% | +16.5% | +281.8% | +230.5% |
| All | +5,769.3% | +580.6% | +5,188.7% | +1,319.6% |
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