-18.9%
CDW vs VRSN
+34.9%
-53.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +9.3% | -0.2% | +9.4% | +9.3% |
| 3M | +9.8% | -0.3% | +10.1% | +9.6% |
| 6M | +23.3% | +23.0% | +0.4% | +11.4% |
| YTD | +13.7% | +21.3% | -7.7% | +2.8% |
| 1Y | -6.5% | +6.7% | -13.2% | -10.3% |
| 3Y | -25.2% | +45.0% | -70.2% | -40.5% |
| All | -18.9% | +34.9% | -53.8% | -32.4% |
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 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