+66.3%
CTAS vs VRSN
+38.4%
+27.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.8% |
| 7D | 0.0% | -2.1% | +2.1% | +0.4% |
| 30D | -1.0% | -3.9% | +2.9% | -0.2% |
| 3M | +15.8% | -0.1% | +15.9% | +15.4% |
| 6M | -1.0% | +16.4% | -17.4% | -4.7% |
| YTD | +7.4% | +17.2% | -9.8% | +3.1% |
| 1Y | -0.1% | +1.0% | -1.1% | -0.6% |
| 3Y | +66.3% | +39.1% | +27.2% | +54.7% |
| All | +66.3% | +38.4% | +27.9% | +54.7% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling