+146.9%
CVE vs VRSN
+291.7%
-144.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | -12.0% | +3.6% | -15.6% | -13.1% |
| 3M | -3.8% | +10.8% | -14.6% | -7.7% |
| 6M | -2.7% | +9.9% | -12.7% | -7.0% |
| YTD | +73.6% | +29.8% | +43.8% | +54.2% |
| 1Y | +62.0% | +26.3% | +35.7% | +45.3% |
| 3Y | +72.7% | +53.5% | +19.2% | +38.7% |
| 5Y | +153.9% | +34.8% | +119.1% | +110.9% |
| All | +146.9% | +291.7% | -144.7% | +46.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling