+220.7%
CF vs VRSN
+34.9%
+185.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.2% |
| 7D | +6.0% | +0.1% | +6.0% | +6.0% |
| 30D | +14.8% | -0.2% | +15.0% | +14.8% |
| 3M | +14.1% | -0.3% | +14.3% | +13.9% |
| 6M | +28.5% | +23.0% | +5.5% | +23.0% |
| YTD | +74.9% | +21.3% | +53.6% | +67.4% |
| 1Y | +61.7% | +6.7% | +55.0% | +59.0% |
| 3Y | +80.3% | +45.0% | +35.4% | +62.1% |
| All | +220.7% | +34.9% | +185.8% | +207.8% |
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 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