+62.8%
CVE vs VRSN
+1,536.8%
-1,474.0%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.9% | -2.0% |
| 7D | -14.1% | +2.0% | -16.1% | -14.8% |
| 30D | -11.6% | +6.5% | -18.1% | -13.8% |
| 3M | 0.0% | +6.7% | -6.6% | -2.9% |
| 6M | -8.4% | +13.8% | -22.2% | -13.9% |
| YTD | +65.9% | +29.6% | +36.3% | +46.3% |
| 1Y | +69.4% | +29.5% | +39.9% | +49.2% |
| 3Y | +55.9% | +56.9% | -1.0% | +23.2% |
| 5Y | +146.2% | +36.6% | +109.6% | +101.2% |
| 10Y | +140.6% | +298.3% | -157.7% | +23.0% |
| All | +62.8% | +1,536.8% | -1,474.0% | -61.4% |
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