+88.6%
CHRW vs VRSN
+30.0%
+58.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.0% | +2.5% |
| 7D | +1.9% | -2.1% | +4.1% | +2.4% |
| 30D | +0.9% | -3.9% | +4.9% | +1.8% |
| 3M | -19.9% | -0.1% | -19.7% | -20.0% |
| 6M | -15.8% | +16.4% | -32.2% | -19.9% |
| YTD | -5.6% | +17.2% | -22.8% | -10.8% |
| 1Y | +21.0% | +1.0% | +20.1% | +19.5% |
| 3Y | +86.0% | +39.1% | +46.9% | +63.6% |
| 5Y | +88.6% | +29.0% | +59.6% | +67.4% |
| All | +88.6% | +30.0% | +58.6% | +67.4% |
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