+322.0%
CMG vs VRSN
+299.1%
+22.9%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.4% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | +10.9% | +3.8% | +7.2% | +8.9% |
| 3M | +15.8% | +5.0% | +10.8% | +12.5% |
| 6M | +6.9% | +24.9% | -17.9% | -5.2% |
| YTD | -2.2% | +21.6% | -23.8% | -12.8% |
| 1Y | -7.1% | +2.4% | -9.5% | -10.1% |
| 3Y | -7.1% | +47.3% | -54.5% | -26.7% |
| 5Y | -4.8% | +34.7% | -39.5% | -22.4% |
| All | +322.0% | +299.1% | +22.9% | +157.1% |
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