+191.7%
COP vs VRSN
+30.0%
+161.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.2% |
| 7D | -0.8% | -2.1% | +1.3% | -0.5% |
| 30D | +15.6% | -3.9% | +19.5% | +16.3% |
| 3M | +14.3% | -0.1% | +14.5% | +14.1% |
| 6M | +17.0% | +16.4% | +0.6% | +13.4% |
| YTD | +47.4% | +17.2% | +30.2% | +42.4% |
| 1Y | +52.4% | +1.0% | +51.4% | +51.6% |
| 3Y | +20.8% | +39.1% | -18.3% | +10.5% |
| 5Y | +191.7% | +29.0% | +162.7% | +172.4% |
| All | +191.7% | +30.0% | +161.7% | +172.4% |
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