+892.4%
CDW vs VRSN
+602.8%
+289.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.4% |
| 7D | +2.1% | +0.5% | +1.6% | +2.0% |
| 30D | +14.7% | +4.9% | +9.8% | +12.2% |
| 3M | +11.1% | +5.8% | +5.3% | +8.1% |
| 6M | +45.6% | +12.6% | +33.0% | +36.6% |
| YTD | +17.1% | +28.2% | -11.1% | +2.1% |
| 1Y | +13.2% | +30.4% | -17.3% | -2.2% |
| 3Y | -22.2% | +54.6% | -76.8% | -40.0% |
| 5Y | -10.1% | +35.1% | -45.2% | -27.0% |
| 10Y | +307.0% | +294.0% | +13.0% | +113.5% |
| All | +892.4% | +602.8% | +289.7% | +347.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling