+863.2%
CDW vs VRSN
+565.0%
+298.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.5% |
| 6M | +23.3% | +23.0% | +0.4% | +10.3% |
| YTD | +13.7% | +21.3% | -7.7% | +1.7% |
| 1Y | -6.5% | +6.7% | -13.2% | -11.0% |
| 3Y | -25.2% | +45.0% | -70.2% | -40.7% |
| 5Y | -19.5% | +35.0% | -54.5% | -34.8% |
| 10Y | +285.8% | +276.3% | +9.5% | +106.5% |
| All | +863.2% | +565.0% | +298.3% | +345.4% |
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 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