+37.6%
CL vs VRSN
+55.3%
-17.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.0% |
| 7D | +1.3% | +0.5% | +0.9% | +1.3% |
| 30D | +11.4% | +4.9% | +6.4% | +10.5% |
| 3M | +4.4% | +5.8% | -1.4% | +3.4% |
| 6M | +10.8% | +12.6% | -1.8% | +8.5% |
| YTD | +25.1% | +28.2% | -3.1% | +19.9% |
| 1Y | +28.0% | +30.4% | -2.5% | +22.2% |
| 3Y | +37.6% | +54.6% | -17.0% | +32.5% |
| All | +37.6% | +55.3% | -17.6% | +32.5% |
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