+206.6%
CFG vs VRSN
+291.7%
-85.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +3.3% | +3.6% | -0.3% | +1.8% |
| 3M | -11.5% | +10.8% | -22.3% | -15.3% |
| 6M | +6.2% | +9.9% | -3.7% | +1.1% |
| YTD | +14.3% | +29.8% | -15.6% | +0.3% |
| 1Y | +26.7% | +26.3% | +0.4% | +12.5% |
| 3Y | +187.8% | +53.5% | +134.3% | +127.8% |
| 5Y | +61.3% | +34.8% | +26.5% | +32.8% |
| All | +206.6% | +291.7% | -85.0% | +57.6% |
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