+815.9%
CRS vs VRSN
+34.7%
+781.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.7% |
| 7D | +4.8% | +1.4% | +3.4% | +4.2% |
| 30D | -23.2% | +3.9% | -27.0% | -24.1% |
| 3M | -45.5% | +9.3% | -54.8% | -47.3% |
| 6M | -33.1% | +6.7% | -39.8% | -35.1% |
| YTD | -7.2% | +30.0% | -37.3% | -18.6% |
| 1Y | -10.0% | +26.0% | -36.0% | -19.8% |
| 3Y | +332.3% | +53.1% | +279.2% | +232.9% |
| All | +815.9% | +34.7% | +781.1% | +615.3% |
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 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