+135.5%
CVE vs VRSN
+285.2%
-149.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.3% |
| 7D | -10.0% | -0.9% | -9.1% | -9.7% |
| 30D | -11.9% | +2.4% | -14.3% | -12.7% |
| 3M | -5.9% | +6.4% | -12.3% | -8.4% |
| 6M | -1.6% | +8.6% | -10.1% | -5.4% |
| YTD | +66.3% | +29.3% | +37.0% | +47.9% |
| 1Y | +57.5% | +27.2% | +30.3% | +40.8% |
| 3Y | +65.4% | +52.8% | +12.6% | +33.1% |
| 5Y | +144.2% | +36.7% | +107.4% | +101.1% |
| 10Y | +135.5% | +290.8% | -155.3% | +41.1% |
| All | +135.5% | +285.2% | -149.7% | +41.1% |
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 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