-15.3%
CDW vs VRSN
+53.7%
-69.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +9.3% | +1.4% | +7.9% | +8.9% |
| 30D | +14.4% | +3.9% | +10.5% | +13.2% |
| 3M | +21.4% | +9.3% | +12.1% | +18.4% |
| 6M | +72.8% | +6.7% | +66.1% | +68.7% |
| YTD | +28.0% | +30.0% | -2.0% | +18.0% |
| 1Y | +19.3% | +26.0% | -6.7% | +11.0% |
| 3Y | -15.3% | +53.1% | -68.4% | -30.4% |
| All | -15.3% | +53.7% | -69.0% | -30.4% |
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