+5.5%
CG vs VRSN
+30.8%
-25.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.9% |
| 7D | -6.4% | -1.0% | -5.4% | -5.9% |
| 30D | -7.1% | -1.9% | -5.2% | -6.2% |
| 3M | -1.6% | +1.4% | -3.0% | -3.1% |
| 6M | -8.3% | +19.0% | -27.4% | -19.3% |
| YTD | -23.8% | +19.2% | -43.0% | -33.5% |
| 1Y | -28.7% | +1.7% | -30.4% | -31.1% |
| 3Y | +49.2% | +41.4% | +7.7% | +8.8% |
| 5Y | +5.5% | +31.7% | -26.1% | -15.5% |
| All | +5.5% | +30.8% | -25.2% | -15.5% |
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