+41.0%
CVS vs VRSN
+293.8%
-252.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | -2.0% | -1.5% | -0.4% | -1.6% |
| 30D | +1.9% | +0.7% | +1.2% | +1.7% |
| 3M | -2.2% | +0.6% | -2.7% | -2.6% |
| 6M | +26.7% | +21.7% | +5.0% | +19.8% |
| YTD | +22.9% | +20.0% | +2.9% | +16.3% |
| 1Y | +32.9% | +3.2% | +29.7% | +30.6% |
| 3Y | +62.3% | +42.4% | +19.9% | +44.7% |
| 5Y | +34.2% | +33.0% | +1.3% | +19.5% |
| All | +41.0% | +293.8% | -252.8% | +10.1% |
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