+277.2%
CG vs VRSN
+667.2%
-390.0%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.0% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +5.7% | +3.6% | +2.1% | +3.9% |
| 3M | -17.9% | +10.8% | -28.6% | -21.9% |
| 6M | -20.2% | +9.9% | -30.1% | -24.7% |
| YTD | -32.0% | +29.8% | -61.8% | -41.4% |
| 1Y | -27.0% | +26.3% | -53.3% | -36.3% |
| 3Y | +42.8% | +53.5% | -10.7% | +10.3% |
| 5Y | -23.4% | +34.8% | -58.2% | -37.2% |
| 10Y | +278.2% | +291.0% | -12.9% | +110.5% |
| All | +277.2% | +667.2% | -390.0% | +81.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling