+76.3%
CL vs VRSN
+289.3%
-213.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.7% |
| 7D | +0.5% | -0.8% | +1.4% | +0.7% |
| 30D | +11.6% | +0.7% | +10.9% | +11.3% |
| 3M | +5.6% | +4.1% | +1.5% | +4.3% |
| 6M | +13.2% | +6.7% | +6.4% | +10.6% |
| YTD | +26.9% | +27.1% | -0.1% | +17.8% |
| 1Y | +27.3% | +28.0% | -0.6% | +17.8% |
| 3Y | +39.7% | +52.6% | -12.9% | +21.2% |
| 5Y | +41.3% | +33.3% | +8.0% | +25.5% |
| 10Y | +76.3% | +279.5% | -203.2% | +24.0% |
| All | +76.3% | +289.3% | -213.0% | +24.0% |
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 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