+43.4%
CL vs VRSN
+34.7%
+8.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | +3.2% | +1.4% | +1.8% | +2.9% |
| 30D | +8.0% | +3.9% | +4.2% | +7.2% |
| 3M | +7.9% | +9.3% | -1.5% | +5.9% |
| 6M | +14.7% | +6.7% | +8.1% | +12.9% |
| YTD | +29.2% | +30.0% | -0.9% | +21.9% |
| 1Y | +29.5% | +26.0% | +3.5% | +23.0% |
| 3Y | +40.7% | +53.1% | -12.5% | +27.0% |
| All | +43.4% | +34.7% | +8.6% | +30.2% |
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