-0.8%
CRM vs VRSN
+33.8%
-34.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +1.1% |
| 7D | -4.4% | +0.2% | -4.7% | -4.6% |
| 30D | +28.1% | +3.8% | +24.4% | +25.3% |
| 3M | +48.8% | +5.0% | +43.8% | +44.1% |
| 6M | +28.3% | +24.9% | +3.4% | +10.0% |
| YTD | -6.0% | +21.6% | -27.6% | -18.2% |
| 1Y | +1.4% | +2.4% | -1.0% | -1.6% |
| 3Y | +11.8% | +47.3% | -35.5% | -18.8% |
| All | -0.8% | +33.8% | -34.7% | -20.8% |
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 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