+162.3%
CVE vs VRSN
+276.1%
-113.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | +2.5% | +0.1% | +2.5% | +2.5% |
| 30D | +16.7% | -0.2% | +16.9% | +16.5% |
| 3M | +9.3% | -0.3% | +9.6% | +8.6% |
| 6M | +43.6% | +23.0% | +20.6% | +31.3% |
| YTD | +93.6% | +21.3% | +72.2% | +76.7% |
| 1Y | +98.8% | +6.7% | +92.0% | +90.4% |
| 3Y | +73.6% | +45.0% | +28.6% | +42.4% |
| 5Y | +312.5% | +35.0% | +277.4% | +239.1% |
| All | +162.3% | +276.1% | -113.9% | +57.9% |
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 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