+753.7%
CCJ vs VRSN
+292.3%
+461.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.5% |
| 7D | -0.8% | +1.4% | -2.2% | -1.2% |
| 30D | -13.2% | +3.9% | -17.0% | -14.2% |
| 3M | -27.6% | +9.3% | -37.0% | -29.7% |
| 6M | -38.7% | +6.7% | -45.4% | -40.5% |
| YTD | -22.7% | +30.0% | -52.7% | -30.6% |
| 1Y | -17.6% | +26.0% | -43.6% | -25.3% |
| 3Y | +62.7% | +53.1% | +9.6% | +32.8% |
| 5Y | +159.7% | +35.0% | +124.7% | +118.2% |
| All | +753.7% | +292.3% | +461.3% | +456.2% |
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