+12.9%
CVS vs VRSN
+35.4%
-22.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +10.4% | +0.1% | +10.3% | +10.4% |
| 30D | +3.3% | +3.6% | -0.3% | +2.5% |
| 3M | -4.5% | +10.8% | -15.3% | -6.7% |
| 6M | -4.4% | +9.9% | -14.3% | -6.6% |
| YTD | +16.6% | +29.8% | -13.2% | +9.2% |
| 1Y | +15.3% | +26.3% | -11.0% | +8.6% |
| 3Y | +48.6% | +53.5% | -4.9% | +30.8% |
| 5Y | +12.9% | +34.8% | -21.9% | -2.1% |
| All | +12.9% | +35.4% | -22.5% | -2.1% |
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 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