+493.6%
COR vs VRSN
+296.1%
+197.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.6% | +0.1% |
| 7D | -1.2% | -1.2% | +0.1% | -0.8% |
| 30D | +7.6% | +3.8% | +3.9% | +6.5% |
| 3M | +5.0% | +9.5% | -4.5% | +2.2% |
| 6M | +35.3% | +10.3% | +25.0% | +30.9% |
| YTD | +4.2% | +30.5% | -26.3% | -4.6% |
| 1Y | -3.4% | +27.9% | -31.3% | -11.1% |
| 3Y | +81.1% | +54.3% | +26.8% | +54.6% |
| 5Y | +195.8% | +37.2% | +158.7% | +157.4% |
| 10Y | +493.6% | +293.1% | +200.5% | +277.3% |
| All | +493.6% | +296.1% | +197.5% | +277.3% |
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