+427.3%
CSX vs VRSN
+287.3%
+140.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -2.9% |
| 7D | -5.5% | +0.5% | -6.0% | -5.7% |
| 30D | +4.9% | +4.9% | 0.0% | +2.8% |
| 3M | -2.9% | +5.8% | -8.7% | -5.5% |
| 6M | +8.3% | +12.6% | -4.2% | +1.8% |
| YTD | +36.7% | +28.2% | +8.5% | +20.2% |
| 1Y | +41.5% | +30.4% | +11.1% | +23.2% |
| 3Y | +68.6% | +54.6% | +14.0% | +32.0% |
| 5Y | +48.4% | +35.1% | +13.4% | +21.2% |
| All | +427.3% | +287.3% | +140.0% | +186.3% |
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 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