+89.9%
CVE vs VRSN
+1,432.0%
-1,342.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 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% | +8.5% |
| 6M | +43.6% | +23.0% | +20.6% | +30.5% |
| YTD | +93.6% | +21.3% | +72.2% | +75.6% |
| 1Y | +98.8% | +6.7% | +92.0% | +89.4% |
| 3Y | +73.6% | +45.0% | +28.6% | +41.6% |
| 5Y | +312.5% | +35.0% | +277.4% | +237.3% |
| 10Y | +161.0% | +276.3% | -115.3% | +36.3% |
| All | +89.9% | +1,432.0% | -1,342.1% | -53.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling