+28.1%
COP vs VRSN
+54.6%
-26.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.7% |
| 7D | -6.1% | -0.9% | -5.2% | -6.0% |
| 30D | +1.1% | +2.4% | -1.3% | +0.9% |
| 3M | +10.9% | +6.4% | +4.6% | +10.2% |
| 6M | +20.8% | +8.6% | +12.2% | +19.7% |
| YTD | +48.0% | +29.3% | +18.8% | +44.0% |
| 1Y | +58.5% | +27.2% | +31.3% | +54.4% |
| 3Y | +28.1% | +52.8% | -24.7% | +14.0% |
| All | +28.1% | +54.6% | -26.5% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling