+319.5%
CDW vs VRSN
+289.3%
+30.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.9% | +5.8% | +5.3% |
| 7D | +9.3% | -0.8% | +10.1% | +9.9% |
| 30D | +15.8% | +0.7% | +15.1% | +15.4% |
| 3M | +21.8% | +4.1% | +17.7% | +19.2% |
| 6M | +58.8% | +6.7% | +52.1% | +52.7% |
| YTD | +22.8% | +27.1% | -4.3% | +6.6% |
| 1Y | +17.9% | +28.0% | -10.1% | +1.9% |
| 3Y | -17.4% | +52.6% | -70.0% | -37.2% |
| 5Y | -5.7% | +33.3% | -39.0% | -24.2% |
| 10Y | +319.5% | +279.5% | +40.0% | +134.1% |
| All | +319.5% | +289.3% | +30.2% | +134.1% |
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