+4,420.8%
CTAS vs VRSN
+7,159.8%
-2,739.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.7% |
| 7D | -0.8% | -1.2% | +0.5% | -0.5% |
| 30D | +10.7% | +3.8% | +7.0% | +9.9% |
| 3M | +11.0% | +9.5% | +1.5% | +8.9% |
| 6M | +38.7% | +10.3% | +28.5% | +35.8% |
| YTD | +21.8% | +30.5% | -8.7% | +14.9% |
| 1Y | +23.6% | +27.9% | -4.3% | +17.1% |
| 3Y | +74.9% | +54.3% | +20.6% | +58.8% |
| 5Y | +119.5% | +37.2% | +82.3% | +103.1% |
| 10Y | +820.2% | +293.1% | +527.1% | +610.6% |
| All | +4,420.8% | +7,159.8% | -2,739.0% | +1,603.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling