+1,056.5%
CCJ vs VRSN
+299.1%
+757.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.1% |
| 7D | -4.0% | +0.2% | -4.2% | -4.1% |
| 30D | -2.4% | +3.8% | -6.1% | -3.5% |
| 3M | -2.3% | +5.0% | -7.3% | -4.3% |
| 6M | -16.2% | +24.9% | -41.1% | -23.2% |
| YTD | +5.7% | +21.6% | -15.9% | -2.9% |
| 1Y | +21.3% | +2.4% | +18.8% | +18.2% |
| 3Y | +159.4% | +47.3% | +112.0% | +114.7% |
| 5Y | +300.7% | +34.7% | +265.9% | +237.1% |
| All | +1,056.5% | +299.1% | +757.4% | +718.9% |
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