+39.4%
CFG vs VRSN
+1.6%
+37.8%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.3% | -0.9% |
| 7D | +2.7% | -2.1% | +4.8% | +2.8% |
| 30D | -3.7% | -3.9% | +0.2% | -3.4% |
| 3M | +9.5% | -0.1% | +9.6% | +9.5% |
| 6M | +22.2% | +16.4% | +5.8% | +19.2% |
| YTD | +22.3% | +17.2% | +5.1% | +18.9% |
| 1Y | +39.4% | +1.0% | +38.5% | +40.9% |
| All | +39.4% | +1.6% | +37.8% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling