+331.2%
CG vs VRSN
+285.8%
+45.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.9% |
| 7D | -6.4% | -1.0% | -5.4% | -6.0% |
| 30D | -7.1% | -1.9% | -5.2% | -6.3% |
| 3M | -1.6% | +1.4% | -3.0% | -3.1% |
| 6M | -8.3% | +19.0% | -27.4% | -18.4% |
| YTD | -23.8% | +19.2% | -43.0% | -32.6% |
| 1Y | -28.7% | +1.7% | -30.4% | -31.2% |
| 3Y | +49.2% | +41.4% | +7.7% | +15.3% |
| 5Y | +5.5% | +31.7% | -26.1% | -15.4% |
| 10Y | +331.2% | +290.3% | +41.0% | +140.1% |
| All | +331.2% | +285.8% | +45.5% | +140.1% |
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