+487.0%
CF vs VRSN
+289.3%
+197.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | -0.9% | -0.8% | 0.0% | -0.7% |
| 30D | +6.9% | +0.7% | +6.2% | +6.5% |
| 3M | +4.8% | +4.1% | +0.7% | +3.1% |
| 6M | +4.7% | +6.7% | -2.0% | +1.6% |
| YTD | +56.5% | +27.1% | +29.4% | +42.0% |
| 1Y | +48.4% | +28.0% | +20.4% | +34.3% |
| 3Y | +59.1% | +52.6% | +6.5% | +31.6% |
| 5Y | +109.5% | +33.3% | +76.2% | +78.8% |
| 10Y | +487.0% | +279.5% | +207.4% | +200.7% |
| All | +487.0% | +289.3% | +197.7% | +200.7% |
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