+1,323.2%
CRS vs VRSN
+299.1%
+1,024.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.5% | -1.7% |
| 7D | -6.8% | +0.2% | -7.0% | -6.9% |
| 30D | -16.1% | +3.8% | -19.9% | -17.7% |
| 3M | -21.2% | +5.0% | -26.2% | -23.7% |
| 6M | +8.7% | +24.9% | -16.2% | -4.9% |
| YTD | +41.0% | +21.6% | +19.4% | +23.8% |
| 1Y | +82.7% | +2.4% | +80.3% | +75.4% |
| 3Y | +604.8% | +47.3% | +557.4% | +437.0% |
| 5Y | +1,384.7% | +34.7% | +1,349.9% | +1,068.1% |
| All | +1,323.2% | +299.1% | +1,024.1% | +547.6% |
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