+7,550.7%
COR vs VRSN
+6,969.1%
+581.6%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.7% |
| 7D | +2.3% | -0.8% | +3.2% | +2.4% |
| 30D | +6.8% | +0.7% | +6.1% | +6.7% |
| 3M | +8.1% | +4.1% | +4.0% | +7.7% |
| 6M | +33.0% | +6.7% | +26.3% | +32.0% |
| YTD | +3.0% | +27.1% | -24.1% | +0.3% |
| 1Y | -3.4% | +28.0% | -31.4% | -6.0% |
| 3Y | +80.1% | +52.6% | +27.5% | +71.7% |
| 5Y | +194.7% | +33.3% | +161.4% | +183.1% |
| 10Y | +512.3% | +279.5% | +232.8% | +435.7% |
| All | +7,550.7% | +6,969.1% | +581.6% | +4,537.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling