+1,960.5%
CB vs VRSN
+7,034.5%
-5,074.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.6% |
| 7D | +0.2% | +0.5% | -0.2% | +0.2% |
| 30D | +9.1% | +4.9% | +4.1% | +8.3% |
| 3M | +3.4% | +5.8% | -2.4% | +2.5% |
| 6M | +14.1% | +12.6% | +1.5% | +11.9% |
| YTD | +18.0% | +28.2% | -10.2% | +13.4% |
| 1Y | +30.1% | +30.4% | -0.3% | +24.7% |
| 3Y | +71.8% | +54.6% | +17.2% | +59.9% |
| 5Y | +101.8% | +35.1% | +66.8% | +90.0% |
| 10Y | +252.1% | +294.0% | -41.8% | +185.8% |
| All | +1,960.5% | +7,034.5% | -5,074.0% | +834.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling