+565.2%
COPX vs VRSN
+299.1%
+266.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.6% |
| 7D | -2.3% | +0.2% | -2.6% | -2.5% |
| 30D | +0.3% | +3.8% | -3.5% | -1.4% |
| 3M | +6.8% | +5.0% | +1.8% | +3.7% |
| 6M | +7.9% | +24.9% | -16.9% | -3.8% |
| YTD | +23.7% | +21.6% | +2.1% | +10.5% |
| 1Y | +71.5% | +2.4% | +69.1% | +65.5% |
| 3Y | +149.1% | +47.3% | +101.8% | +96.2% |
| 5Y | +167.3% | +34.7% | +132.6% | +114.7% |
| All | +565.2% | +299.1% | +266.2% | +226.2% |
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