+481.0%
CF vs VRSN
+285.2%
+195.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.0% |
| 7D | +4.8% | -0.9% | +5.6% | +5.0% |
| 30D | +9.7% | +2.4% | +7.3% | +8.7% |
| 3M | +1.2% | +6.4% | -5.1% | -1.2% |
| 6M | +7.4% | +8.6% | -1.2% | +3.7% |
| YTD | +60.5% | +29.3% | +31.3% | +44.9% |
| 1Y | +50.7% | +27.2% | +23.6% | +36.7% |
| 3Y | +64.8% | +52.8% | +12.0% | +36.4% |
| 5Y | +115.8% | +36.7% | +79.1% | +82.4% |
| 10Y | +481.0% | +290.8% | +190.2% | +190.8% |
| All | +481.0% | +285.2% | +195.8% | +190.8% |
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