+67.8%
CSX vs VRSN
+34.9%
+32.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -3.4% | +0.1% | -3.4% | -3.4% |
| 30D | -3.1% | -0.2% | -2.9% | -3.1% |
| 3M | +7.2% | -0.3% | +7.5% | +6.9% |
| 6M | +16.2% | +23.0% | -6.8% | +7.7% |
| YTD | +37.5% | +21.3% | +16.2% | +27.6% |
| 1Y | +53.2% | +6.7% | +46.5% | +48.6% |
| 3Y | +68.2% | +45.0% | +23.3% | +41.6% |
| All | +67.8% | +34.9% | +32.9% | +42.8% |
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