+105.1%
CTVA vs VRSN
+30.8%
+74.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.7% |
| 7D | -5.8% | -1.0% | -4.8% | -5.6% |
| 30D | +11.1% | -1.9% | +13.0% | +11.5% |
| 3M | +13.2% | +1.4% | +11.9% | +12.6% |
| 6M | +8.7% | +19.0% | -10.3% | +3.8% |
| YTD | +27.3% | +19.2% | +8.1% | +21.2% |
| 1Y | +18.0% | +1.7% | +16.3% | +16.8% |
| 3Y | +76.5% | +41.4% | +35.0% | +58.3% |
| 5Y | +105.1% | +31.7% | +73.4% | +84.1% |
| All | +105.1% | +30.8% | +74.3% | +84.1% |
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