+1,753.0%
CLS vs VRSN
+278.7%
+1,474.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | -0.9% | +8.8% | +8.1% |
| 7D | -10.6% | -0.8% | -9.7% | -10.3% |
| 30D | -38.4% | +0.7% | -39.1% | -38.6% |
| 3M | -29.9% | +4.1% | -34.0% | -30.9% |
| 6M | -40.6% | +6.7% | -47.4% | -42.6% |
| YTD | -24.6% | +27.1% | -51.7% | -32.3% |
| 1Y | -30.8% | +28.0% | -58.8% | -38.1% |
| 3Y | +811.7% | +52.6% | +759.1% | +621.9% |
| 5Y | +1,838.4% | +33.3% | +1,805.1% | +1,498.6% |
| All | +1,753.0% | +278.7% | +1,474.4% | +937.6% |
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