+308.6%
CFG vs VRSN
+274.2%
+34.4%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | +0.2% |
| 7D | +2.7% | -2.1% | +4.8% | +3.6% |
| 30D | -3.7% | -3.9% | +0.2% | -2.3% |
| 3M | +9.5% | -0.1% | +9.6% | +8.8% |
| 6M | +22.2% | +16.4% | +5.8% | +13.0% |
| YTD | +22.3% | +17.2% | +5.1% | +12.1% |
| 1Y | +39.4% | +1.0% | +38.5% | +36.2% |
| 3Y | +188.5% | +39.1% | +149.4% | +138.8% |
| 5Y | +101.5% | +29.0% | +72.5% | +68.2% |
| 10Y | +308.6% | +275.8% | +32.8% | +128.8% |
| All | +308.6% | +274.2% | +34.4% | +128.8% |
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