+174.5%
CHRW vs VRSN
+285.8%
-111.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.4% | -0.2% |
| 7D | +4.1% | -1.0% | +5.1% | +4.3% |
| 30D | +1.9% | -1.9% | +3.8% | +2.3% |
| 3M | -21.2% | +1.4% | -22.5% | -21.7% |
| 6M | -16.7% | +19.0% | -35.7% | -21.2% |
| YTD | -5.4% | +19.2% | -24.6% | -10.9% |
| 1Y | +21.2% | +1.7% | +19.5% | +19.2% |
| 3Y | +86.5% | +41.4% | +45.0% | +64.7% |
| 5Y | +93.0% | +31.7% | +61.4% | +71.2% |
| 10Y | +174.5% | +290.3% | -115.8% | +97.9% |
| All | +174.5% | +285.8% | -111.3% | +97.9% |
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 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