+86.0%
CHRW vs VRSN
+38.4%
+47.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.0% | +2.1% |
| 7D | +1.9% | -2.1% | +4.1% | +2.2% |
| 30D | +0.9% | -3.9% | +4.9% | +1.4% |
| 3M | -19.9% | -0.1% | -19.7% | -19.7% |
| 6M | -15.8% | +16.4% | -32.2% | -18.2% |
| YTD | -5.6% | +17.2% | -22.8% | -8.8% |
| 1Y | +21.0% | +1.0% | +20.1% | +20.0% |
| 3Y | +86.0% | +39.1% | +46.9% | +74.1% |
| All | +86.0% | +38.4% | +47.7% | +74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling