+167.6%
COPX vs VRSN
+32.1%
+135.5%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +0.7% | -7.7% | -7.1% |
| 7D | -2.9% | -1.5% | -1.4% | -2.6% |
| 30D | 0.0% | +0.7% | -0.7% | -0.3% |
| 3M | +14.8% | +0.6% | +14.2% | +14.2% |
| 6M | +7.0% | +21.7% | -14.7% | +0.1% |
| YTD | +23.8% | +20.0% | +3.8% | +15.7% |
| 1Y | +75.7% | +3.2% | +72.5% | +72.9% |
| 3Y | +156.4% | +42.4% | +114.0% | +118.4% |
| 5Y | +167.6% | +33.0% | +134.6% | +128.5% |
| All | +167.6% | +32.1% | +135.5% | +128.5% |
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