+66.3%
CTAS vs VRSN
+43.2%
+23.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | -0.2% | -0.2% | 0.0% | -0.2% |
| 3M | +11.7% | -0.3% | +12.0% | +11.4% |
| 6M | +0.7% | +23.0% | -22.3% | -4.2% |
| YTD | +7.4% | +21.3% | -13.9% | +2.3% |
| 1Y | -2.1% | +6.7% | -8.8% | -3.8% |
| All | +66.3% | +43.2% | +23.1% | +53.5% |
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