+73.5%
CSX vs VRSN
+54.6%
+18.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.9% |
| 7D | +0.7% | -0.9% | +1.6% | +0.9% |
| 30D | +8.1% | +2.4% | +5.7% | +7.7% |
| 3M | +2.2% | +6.4% | -4.2% | +1.1% |
| 6M | +14.6% | +8.6% | +6.0% | +12.7% |
| YTD | +42.2% | +29.3% | +12.9% | +34.2% |
| 1Y | +47.3% | +27.2% | +20.1% | +39.5% |
| 3Y | +73.5% | +52.8% | +20.7% | +40.7% |
| All | +73.5% | +54.6% | +18.9% | +40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling