+3,867.5%
CRS vs VRSN
+6,651.0%
-2,783.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -16.6% | -0.2% | -16.5% | -16.6% |
| 3M | -3.5% | -0.3% | -3.2% | -3.8% |
| 6M | +15.4% | +23.0% | -7.5% | +10.1% |
| YTD | +51.2% | +21.3% | +29.9% | +44.2% |
| 1Y | +98.3% | +6.7% | +91.6% | +93.5% |
| 3Y | +651.5% | +45.0% | +606.6% | +588.0% |
| 5Y | +1,411.1% | +35.0% | +1,376.1% | +1,301.7% |
| 10Y | +1,424.3% | +276.3% | +1,148.0% | +1,090.8% |
| All | +3,867.5% | +6,651.0% | -2,783.5% | +2,203.4% |
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