+176.8%
CCJ vs VRSN
+38.4%
+138.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +0.9% |
| 7D | +5.9% | -2.1% | +8.1% | +5.7% |
| 30D | +4.7% | -3.9% | +8.6% | +4.4% |
| 3M | -3.3% | -0.1% | -3.2% | -2.9% |
| 6M | -7.0% | +16.4% | -23.4% | -6.6% |
| YTD | +11.5% | +17.2% | -5.8% | +12.2% |
| 1Y | +32.3% | +1.0% | +31.3% | +35.8% |
| 3Y | +176.8% | +39.1% | +137.7% | +169.7% |
| All | +176.8% | +38.4% | +138.5% | +169.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling