+134.8%
CVE vs VRSN
+34.1%
+100.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.7% |
| 7D | -10.1% | -0.8% | -9.2% | -10.0% |
| 30D | -12.1% | +0.7% | -12.8% | -12.2% |
| 3M | -1.9% | +4.1% | -6.0% | -2.7% |
| 6M | -1.8% | +6.7% | -8.6% | -3.2% |
| YTD | +65.8% | +27.1% | +38.7% | +57.1% |
| 1Y | +60.8% | +28.0% | +32.9% | +52.0% |
| 3Y | +70.1% | +52.6% | +17.5% | +50.8% |
| 5Y | +134.8% | +33.3% | +101.5% | +101.3% |
| All | +134.8% | +34.1% | +100.7% | +101.3% |
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