+180.9%
COR vs VRSN
+30.8%
+150.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.7% |
| 7D | -3.9% | -1.0% | -2.8% | -3.7% |
| 30D | -0.3% | -1.9% | +1.6% | 0.0% |
| 3M | +15.9% | +1.4% | +14.5% | +15.3% |
| 6M | -10.3% | +19.0% | -29.3% | -13.6% |
| YTD | -3.7% | +19.2% | -22.9% | -7.4% |
| 1Y | +9.1% | +1.7% | +7.4% | +8.3% |
| 3Y | +86.6% | +41.4% | +45.1% | +71.0% |
| 5Y | +180.9% | +31.7% | +149.3% | +157.0% |
| All | +180.9% | +30.8% | +150.2% | +157.0% |
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