+116.7%
CTAS vs VRSN
+36.1%
+80.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.5% |
| 7D | -0.8% | -1.2% | +0.5% | -0.3% |
| 30D | +10.7% | +3.8% | +7.0% | +9.2% |
| 3M | +11.0% | +9.5% | +1.5% | +7.1% |
| 6M | +38.7% | +10.3% | +28.5% | +33.1% |
| YTD | +21.8% | +30.5% | -8.7% | +8.5% |
| 1Y | +23.6% | +27.9% | -4.3% | +11.0% |
| 3Y | +74.9% | +54.3% | +20.6% | +41.3% |
| All | +116.7% | +36.1% | +80.6% | +85.3% |
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 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