+491.1%
COR vs VRSN
+292.3%
+198.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.7% |
| 7D | +7.6% | +1.4% | +6.2% | +7.2% |
| 30D | +6.8% | +3.9% | +2.9% | +5.7% |
| 3M | +16.0% | +9.3% | +6.7% | +13.0% |
| 6M | +41.0% | +6.7% | +34.4% | +37.8% |
| YTD | +6.9% | +30.0% | -23.1% | -2.1% |
| 1Y | -1.0% | +26.0% | -27.0% | -8.5% |
| 3Y | +84.6% | +53.1% | +31.5% | +57.8% |
| 5Y | +203.3% | +35.0% | +168.3% | +165.2% |
| All | +491.1% | +292.3% | +198.7% | +256.8% |
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