+329.9%
COP vs VRSN
+291.7%
+38.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | +3.4% | +0.1% | +3.3% | +3.3% |
| 30D | -0.6% | +3.6% | -4.1% | -1.9% |
| 3M | +10.8% | +10.8% | 0.0% | +6.6% |
| 6M | +19.6% | +9.9% | +9.7% | +14.8% |
| YTD | +52.9% | +29.8% | +23.1% | +37.1% |
| 1Y | +62.2% | +26.3% | +35.9% | +46.8% |
| 3Y | +32.4% | +53.5% | -21.1% | +8.3% |
| 5Y | +129.7% | +34.8% | +95.0% | +93.4% |
| All | +329.9% | +291.7% | +38.2% | +154.6% |
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