-5.1%
CNH vs VRSN
+34.1%
-39.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.9% | +11.8% | +11.2% |
| 7D | +8.6% | -0.8% | +9.4% | +8.8% |
| 30D | +12.6% | +0.7% | +11.9% | +12.2% |
| 3M | +17.5% | +4.1% | +13.4% | +15.8% |
| 6M | +18.1% | +6.7% | +11.4% | +15.0% |
| YTD | +40.4% | +27.1% | +13.3% | +27.9% |
| 1Y | +34.0% | +28.0% | +6.0% | +21.6% |
| 3Y | +35.3% | +52.6% | -17.3% | +11.2% |
| 5Y | -5.1% | +33.3% | -38.4% | -19.9% |
| All | -5.1% | +34.1% | -39.2% | -19.9% |
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 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