+340.2%
COP vs VRSN
+285.8%
+54.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.5% |
| 7D | -0.5% | -1.0% | +0.6% | -0.2% |
| 30D | +11.7% | -1.9% | +13.6% | +12.2% |
| 3M | +17.7% | +1.4% | +16.3% | +16.5% |
| 6M | +18.3% | +19.0% | -0.7% | +10.1% |
| YTD | +49.1% | +19.2% | +29.9% | +37.8% |
| 1Y | +53.3% | +1.7% | +51.6% | +50.2% |
| 3Y | +22.2% | +41.4% | -19.3% | +2.7% |
| 5Y | +193.3% | +31.7% | +161.7% | +146.3% |
| 10Y | +340.2% | +290.3% | +50.0% | +148.6% |
| All | +340.2% | +285.8% | +54.5% | +148.6% |
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