+134.5%
CVE vs VRSN
+287.3%
-152.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | -16.1% | +0.5% | -16.6% | -16.3% |
| 30D | -10.4% | +4.9% | -15.3% | -12.0% |
| 3M | -2.4% | +5.8% | -8.2% | -4.8% |
| 6M | -4.4% | +12.6% | -17.0% | -9.5% |
| YTD | +64.9% | +28.2% | +36.7% | +47.2% |
| 1Y | +66.0% | +30.4% | +35.6% | +46.9% |
| 3Y | +57.7% | +54.6% | +3.1% | +26.0% |
| 5Y | +144.7% | +35.1% | +109.7% | +102.6% |
| All | +134.5% | +287.3% | -152.8% | +39.7% |
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