+86.4%
CL vs VRSN
+293.7%
-207.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.3% |
| 7D | -0.8% | -1.2% | +0.5% | -0.5% |
| 30D | +9.5% | +3.8% | +5.8% | +8.4% |
| 3M | +6.8% | +9.5% | -2.7% | +4.1% |
| 6M | +14.3% | +10.3% | +4.0% | +10.8% |
| YTD | +27.0% | +30.5% | -3.5% | +17.0% |
| 1Y | +26.3% | +27.9% | -1.6% | +17.0% |
| 3Y | +39.3% | +54.3% | -15.0% | +20.6% |
| 5Y | +41.5% | +37.2% | +4.3% | +24.8% |
| All | +86.4% | +293.7% | -207.3% | +33.9% |
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