+342.9%
CCJ vs VRSN
+30.8%
+312.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.9% |
| 7D | +4.2% | -1.0% | +5.2% | +4.4% |
| 30D | +3.2% | -1.9% | +5.1% | +3.6% |
| 3M | -1.8% | +1.4% | -3.2% | -2.5% |
| 6M | -13.5% | +19.0% | -32.6% | -18.8% |
| YTD | +9.7% | +19.2% | -9.5% | +2.6% |
| 1Y | +30.0% | +1.7% | +28.3% | +28.8% |
| 3Y | +172.6% | +41.4% | +131.2% | +127.6% |
| 5Y | +342.9% | +31.7% | +311.3% | +275.6% |
| All | +342.9% | +30.8% | +312.2% | +275.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling