+3.3%
CI vs VRSN
+38.4%
-35.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -1.8% |
| 7D | -2.6% | -2.1% | -0.4% | -2.2% |
| 30D | -2.4% | -3.9% | +1.6% | -1.8% |
| 3M | -4.8% | -0.1% | -4.6% | -4.8% |
| 6M | +2.1% | +16.4% | -14.3% | -0.7% |
| YTD | +1.4% | +17.2% | -15.9% | -1.6% |
| 1Y | -6.8% | +1.0% | -7.8% | -6.8% |
| 3Y | +3.3% | +39.1% | -35.8% | -3.5% |
| All | +3.3% | +38.4% | -35.1% | -3.5% |
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 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