+112.0%
CF vs VRSN
+34.5%
+77.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.9% |
| 7D | -3.2% | +0.5% | -3.6% | -3.3% |
| 30D | +4.3% | +4.9% | -0.6% | +3.3% |
| 3M | +2.8% | +5.8% | -3.0% | +1.5% |
| 6M | +0.6% | +12.6% | -11.9% | -2.1% |
| YTD | +56.6% | +28.2% | +28.4% | +47.9% |
| 1Y | +49.6% | +30.4% | +19.2% | +40.7% |
| 3Y | +61.5% | +54.6% | +6.9% | +42.6% |
| All | +112.0% | +34.5% | +77.5% | +95.4% |
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 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