+1,822.4%
CB vs VRSN
+6,651.0%
-4,828.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -3.1% | -0.2% | -2.9% | -3.1% |
| 3M | +9.0% | -0.3% | +9.2% | +8.8% |
| 6M | +2.9% | +23.0% | -20.1% | -0.4% |
| YTD | +10.1% | +21.3% | -11.2% | +6.7% |
| 1Y | +22.8% | +6.7% | +16.1% | +21.0% |
| 3Y | +73.8% | +45.0% | +28.8% | +63.2% |
| 5Y | +99.2% | +35.0% | +64.1% | +87.5% |
| 10Y | +218.2% | +276.3% | -58.1% | +159.9% |
| All | +1,822.4% | +6,651.0% | -4,828.6% | +779.4% |
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