+287.5%
CAH vs VRSN
+299.1%
-11.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -1.0% |
| 7D | -5.1% | +0.2% | -5.3% | -5.2% |
| 30D | +0.2% | +3.8% | -3.6% | -0.9% |
| 3M | +6.3% | +5.0% | +1.3% | +4.5% |
| 6M | +9.4% | +24.9% | -15.5% | +2.0% |
| YTD | +15.0% | +21.6% | -6.6% | +7.7% |
| 1Y | +55.4% | +2.4% | +53.0% | +52.9% |
| 3Y | +173.8% | +47.3% | +126.5% | +139.2% |
| 5Y | +395.2% | +34.7% | +360.4% | +335.3% |
| All | +287.5% | +299.1% | -11.6% | +206.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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